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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 | $90,660 | $49,025+84.9% | $87,502+3.6% | $62,881+44.2% |
| Participation rate | 28.0% | 64.9%-36.9pp | 73.8%-45.8pp | 69.3%-41.3pp |
| Annual return | 7.29% | 10.02%-2.7pp | 12.21%-4.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,001 | $1,372-27.1% | $2,550-60.8% | $2,281-56.1% |
| Participant deferral / active EE | $2,113 | $2,289-7.7% | $3,149-32.9% | $3,203-34.0% |
| Admin fee / account holder | $6,926 | $4,065+70.4% | $4,221+64.1% | $4,296+61.2% |