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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 | $88,877 | $87,132+2.0% | $105,624-15.9% | $80,959+9.8% |
| Participation rate | 55.2% | 70.4%-15.3pp | 75.3%-20.1pp | 67.7%-12.5pp |
| Annual return | 17.89% | 17.03%+0.9pp | 116.20%-98.3pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,043 | $2,397-56.5% | $3,168-67.1% | $2,757-62.2% |
| Participant deferral / active EE | $2,078 | $3,985-47.9% | $5,013-58.5% | $4,300-51.7% |
| Admin fee / account holder | $819 | $8,449-90.3% | $10,961-92.5% | $6,925-88.2% |