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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 | $86,528 | $81,504+6.2% | $102,437-15.5% | $80,959+6.9% |
| Participation rate | 40.5% | 66.9%-26.3pp | 74.5%-34.0pp | 67.7%-27.1pp |
| Annual return | 18.63% | 25.60%-7.0pp | 24.95%-6.3pp | 35.67%-17.0pp |
| Employer contribution / active EE | $1,139 | $3,104-63.3% | $3,871-70.6% | $2,757-58.7% |
| Participant deferral / active EE | $2,957 | $3,871-23.6% | $5,060-41.6% | $4,300-31.2% |
| Admin fee / account holder | $968 | $6,719-85.6% | $8,388-88.5% | $6,925-86.0% |