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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 | $88,773 | $64,340+38.0% | $118,106-24.8% | $64,340+38.0% |
| Participation rate | 27.9% | 55.2%-27.3pp | 81.9%-54.0pp | 55.2%-27.3pp |
| Annual return | 12.05% | 24.14%-12.1pp | 19.44%-7.4pp | 24.14%-12.1pp |
| Employer contribution / active EE | $755 | $1,862-59.4% | $4,698-83.9% | $1,862-59.4% |
| Participant deferral / active EE | $2,236 | $2,980-25.0% | $6,619-66.2% | $2,980-25.0% |
| Admin fee / account holder | $13,727 | $3,703+270.7% | $8,973+53.0% | $3,703+270.7% |