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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 | $90,441 | $81,504+11.0% | $102,437-11.7% | $80,959+11.7% |
| Participation rate | 37.3% | 66.9%-29.6pp | 74.5%-37.3pp | 67.7%-30.4pp |
| Annual return | 11.34% | 25.60%-14.3pp | 24.95%-13.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,710 | $3,104-44.9% | $3,871-55.8% | $2,757-38.0% |
| Participant deferral / active EE | $2,393 | $3,871-38.2% | $5,060-52.7% | $4,300-44.4% |
| Admin fee / account holder | $2,105 | $6,719-68.7% | $8,388-74.9% | $6,925-69.6% |