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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 | $81,504+14.3% | $102,437-9.1% | $80,959+15.0% |
| Participation rate | 45.8% | 66.9%-21.1pp | 74.5%-28.7pp | 67.7%-21.9pp |
| Annual return | 12.83% | 25.60%-12.8pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,838 | $3,104-40.8% | $3,871-52.5% | $2,757-33.4% |
| Participant deferral / active EE | $4,086 | $3,871+5.6% | $5,060-19.2% | $4,300-5.0% |
| Admin fee / account holder | $3,492 | $6,719-48.0% | $8,388-58.4% | $6,925-49.6% |