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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 | $87,736 | $88,996-1.4% | $78,004+12.5% | $138,895-36.8% |
| Participation rate | 28.6% | 74.4%-45.8pp | 69.4%-40.9pp | 79.9%-51.3pp |
| Annual return | 23.23% | 28.03%-4.8pp | 31.07%-7.8pp | 145.39%-122.2pp |
| Employer contribution / active EE | $1,341 | $2,917-54.0% | $2,469-45.7% | $4,194-68.0% |
| Participant deferral / active EE | $2,930 | $4,724-38.0% | $4,092-28.4% | $6,396-54.2% |
| Admin fee / account holder | $6,407 | $8,807-27.2% | $7,578-15.4% | $12,562-49.0% |