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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 | $65,306+35.9% | $116,538-23.8% | $65,306+35.9% |
| Participation rate | 27.9% | 57.7%-29.8pp | 82.6%-54.7pp | 57.7%-29.8pp |
| Annual return | 12.05% | 21.94%-9.9pp | 17.97%-5.9pp | 21.94%-9.9pp |
| Employer contribution / active EE | $755 | $1,967-61.6% | $4,541-83.4% | $1,967-61.6% |
| Participant deferral / active EE | $2,236 | $2,959-24.4% | $6,207-64.0% | $2,959-24.4% |
| Admin fee / account holder | $13,727 | $3,480+294.5% | $8,737+57.1% | $3,480+294.5% |