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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 | $87,060-1.3% | $105,591-18.7% | $80,911+6.2% |
| Participation rate | 43.6% | 70.4%-26.9pp | 75.3%-31.7pp | 67.6%-24.1pp |
| Annual return | 23.47% | 17.05%+6.4pp | 116.43%-93.0pp | 35.63%-12.2pp |
| Employer contribution / active EE | $1,741 | $2,396-27.4% | $3,166-45.0% | $2,756-36.8% |
| Participant deferral / active EE | $3,488 | $3,986-12.5% | $5,008-30.4% | $4,297-18.8% |
| Admin fee / account holder | $9,084 | $8,442+7.6% | $11,024-17.6% | $6,935+31.0% |