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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 | $81,457+11.0% | $103,378-12.5% | $80,911+11.8% |
| Participation rate | 37.3% | 66.8%-29.6pp | 74.5%-37.3pp | 67.6%-30.4pp |
| Annual return | 11.34% | 25.58%-14.2pp | 24.91%-13.6pp | 35.63%-24.3pp |
| Employer contribution / active EE | $1,710 | $3,107-45.0% | $3,870-55.8% | $2,756-38.0% |
| Participant deferral / active EE | $2,393 | $3,871-38.2% | $5,058-52.7% | $4,297-44.3% |
| Admin fee / account holder | $2,105 | $6,717-68.7% | $8,401-74.9% | $6,935-69.6% |