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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 | $89,088 | $81,331+9.5% | $155,534-42.7% | $80,935+10.1% |
| Participation rate | 58.6% | 66.3%-7.6pp | 78.2%-19.6pp | 67.7%-9.0pp |
| Annual return | 12.65% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,027 | $3,105-66.9% | $4,675-78.0% | $2,757-62.8% |
| Participant deferral / active EE | $3,636 | $3,454+5.3% | $5,630-35.4% | $4,299-15.4% |
| Admin fee / account holder | $1,197 | $7,999-85.0% | $15,900-92.5% | $6,924-82.7% |