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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 | $93,128 | $81,446+14.3% | $103,374-9.9% | $80,874+15.2% |
| Participation rate | 45.8% | 66.9%-21.1pp | 74.5%-28.7pp | 67.6%-21.9pp |
| Annual return | 12.83% | 25.57%-12.7pp | 24.89%-12.1pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,838 | $3,107-40.9% | $3,869-52.5% | $2,756-33.3% |
| Participant deferral / active EE | $4,086 | $3,870+5.6% | $5,058-19.2% | $4,297-4.9% |
| Admin fee / account holder | $3,492 | $6,715-48.0% | $8,394-58.4% | $6,935-49.6% |