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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,523 | $86,949+6.4% | $102,460-9.7% | $80,959+14.3% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.3pp | 67.7%-8.4pp |
| Annual return | 17.27% | 18.89%-1.6pp | 29.47%-12.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $920 | $2,370-61.2% | $3,025-69.6% | $2,757-66.6% |
| Participant deferral / active EE | $3,496 | $4,121-15.2% | $5,056-30.9% | $4,300-18.7% |
| Admin fee / account holder | $1,536 | $8,048-80.9% | $9,460-83.8% | $6,925-77.8% |