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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 | $88,618 | $108,825-18.6% | $156,181-43.3% | $82,448+7.5% |
| Participation rate | 47.6% | 72.4%-24.7pp | 78.8%-31.2pp | 68.1%-20.4pp |
| Annual return | 14.36% | 20.59%-6.2pp | 64.87%-50.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,743 | $2,870-39.3% | $4,294-59.4% | $2,551-31.7% |
| Participant deferral / active EE | $3,386 | $4,577-26.0% | $6,132-44.8% | $4,139-18.2% |
| Admin fee / account holder | $8,709 | $9,341-6.8% | $14,586-40.3% | $7,234+20.4% |