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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 | $92,886 | $75,541+23.0% | $152,093-38.9% | $82,637+12.4% |
| Participation rate | 55.8% | 66.5%-10.7pp | 77.8%-22.0pp | 68.1%-12.2pp |
| Annual return | 17.58% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $735 | $2,622-72.0% | $4,175-82.4% | $2,552-71.2% |
| Participant deferral / active EE | $3,146 | $3,206-1.9% | $5,451-42.3% | $4,126-23.7% |
| Admin fee / account holder | $712 | $6,405-88.9% | $14,497-95.1% | $7,339-90.3% |