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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 | $83,522 | $86,940-3.9% | $102,434-18.5% | $80,935+3.2% |
| Participation rate | 55.0% | 72.4%-17.4pp | 76.5%-21.5pp | 67.7%-12.7pp |
| Annual return | 21.98% | 18.89%+3.1pp | 29.46%-7.5pp | 35.66%-13.7pp |
| Employer contribution / active EE | $913 | $2,370-61.5% | $3,023-69.8% | $2,757-66.9% |
| Participant deferral / active EE | $2,458 | $4,121-40.4% | $5,055-51.4% | $4,299-42.8% |
| Admin fee / account holder | $5,506 | $8,047-31.6% | $9,462-41.8% | $6,924-20.5% |