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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 | $90,903 | $86,050+5.6% | $189,758-52.1% | $94,015-3.3% |
| Participation rate | 24.1% | 68.9%-44.8pp | 79.8%-55.7pp | 70.8%-46.7pp |
| Annual return | 13.31% | 17.77%-4.5pp | 52.62%-39.3pp | 17.84%-4.5pp |
| Employer contribution / active EE | $837 | $2,819-70.3% | $4,767-82.4% | $2,790-70.0% |
| Participant deferral / active EE | $1,347 | $3,349-59.8% | $5,856-77.0% | $4,249-68.3% |
| Admin fee / account holder | $5,080 | $6,627-23.3% | $20,388-75.1% | $8,951-43.2% |