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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 | $90,031 | $89,652+0.4% | $141,177-36.2% | $65,185+38.1% |
| Participation rate | 35.3% | 74.7%-39.4pp | 82.5%-47.2pp | 70.2%-34.9pp |
| Annual return | 21.89% | 32.79%-10.9pp | 71.40%-49.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,756 | $3,065-42.7% | $4,736-62.9% | $2,177-19.3% |
| Participant deferral / active EE | $3,361 | $5,691-40.9% | $6,710-49.9% | $3,514-4.4% |
| Admin fee / account holder | $10,016 | $569+1661.8% | $10,263-2.4% | $847+1082.3% |