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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 | $86,919-3.9% | $102,457-18.5% | $80,911+3.2% |
| Participation rate | 55.0% | 72.4%-17.4pp | 76.5%-21.5pp | 67.6%-12.6pp |
| Annual return | 21.98% | 18.90%+3.1pp | 29.41%-7.4pp | 35.63%-13.7pp |
| Employer contribution / active EE | $913 | $2,368-61.4% | $3,022-69.8% | $2,756-66.9% |
| Participant deferral / active EE | $2,458 | $4,119-40.3% | $5,054-51.4% | $4,297-42.8% |
| Admin fee / account holder | $5,506 | $8,049-31.6% | $9,451-41.7% | $6,935-20.6% |