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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 | $90,282 | $73,787+22.4% | $98,716-8.5% | $82,448+9.5% |
| Participation rate | 54.8% | 61.4%-6.6pp | 69.3%-14.5pp | 68.1%-13.3pp |
| Annual return | 15.75% | 18.57%-2.8pp | 31.81%-16.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,143 | $1,511-24.4% | $2,279-49.9% | $2,551-55.2% |
| Participant deferral / active EE | $3,204 | $3,081+4.0% | $4,048-20.9% | $4,139-22.6% |
| Admin fee / account holder | $11,415 | $6,500+75.6% | $8,703+31.2% | $7,234+57.8% |