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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 | $90,393 | $88,707+1.9% | $74,184+21.9% | $273,972-67.0% |
| Participation rate | 31.8% | 79.4%-47.6pp | 76.6%-44.8pp | 83.0%-51.2pp |
| Annual return | 9.26% | 11.94%-2.7pp | 17.74%-8.5pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,030 | $3,159-67.4% | $2,370-56.5% | $4,869-78.8% |
| Participant deferral / active EE | $2,294 | $4,212-45.5% | $3,550-35.4% | $5,287-56.6% |
| Admin fee / account holder | $2,801 | $8,717-67.9% | $5,586-49.9% | $10,133-72.4% |