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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 | $85,893 | $87,106-1.4% | $105,607-18.7% | $80,935+6.1% |
| Participation rate | 43.6% | 70.4%-26.9pp | 75.3%-31.7pp | 67.7%-24.1pp |
| Annual return | 23.47% | 17.01%+6.5pp | 116.11%-92.6pp | 35.66%-12.2pp |
| Employer contribution / active EE | $1,741 | $2,396-27.4% | $3,167-45.0% | $2,757-36.9% |
| Participant deferral / active EE | $3,488 | $3,986-12.5% | $5,011-30.4% | $4,299-18.9% |
| Admin fee / account holder | $9,084 | $8,447+7.5% | $10,958-17.1% | $6,924+31.2% |