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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 | $85,509 | $95,453-10.4% | $112,040-23.7% | $82,448+3.7% |
| Participation rate | 41.7% | 72.8%-31.1pp | 76.5%-34.8pp | 68.1%-26.4pp |
| Annual return | 16.73% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $965 | $2,318-58.4% | $2,954-67.3% | $2,551-62.2% |
| Participant deferral / active EE | $2,680 | $4,224-36.5% | $5,098-47.4% | $4,139-35.3% |
| Admin fee / account holder | $3,721 | $9,013-58.7% | $12,098-69.2% | $7,234-48.6% |