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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 | $93,098 | $93,598-0.5% | $135,974-31.5% | $75,173+23.8% |
| Participation rate | 46.8% | 75.2%-28.4pp | 81.9%-35.1pp | 67.2%-20.4pp |
| Annual return | 17.44% | 30.89%-13.4pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,433 | $3,538-59.5% | $4,859-70.5% | $2,671-46.4% |
| Participant deferral / active EE | $2,977 | $6,405-53.5% | $7,760-61.6% | $4,126-27.9% |
| Admin fee / account holder | $2,379 | $6,978-65.9% | $10,767-77.9% | $5,651-57.9% |