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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 | $87,779 | $101,752-13.7% | $164,928-46.8% | $80,911+8.5% |
| Participation rate | 28.6% | 71.8%-43.3pp | 78.6%-50.0pp | 67.6%-39.1pp |
| Annual return | 18.64% | 16.73%+1.9pp | 70.08%-51.4pp | 35.63%-17.0pp |
| Employer contribution / active EE | $1,091 | $2,953-63.1% | $4,343-74.9% | $2,756-60.4% |
| Participant deferral / active EE | $2,381 | $4,477-46.8% | $6,034-60.5% | $4,297-44.6% |
| Admin fee / account holder | $4,344 | $8,218-47.1% | $12,684-65.8% | $6,935-37.4% |