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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 | $87,520 | $108,825-19.6% | $156,181-44.0% | $82,448+6.2% |
| Participation rate | 36.7% | 72.4%-35.7pp | 78.8%-42.2pp | 68.1%-31.4pp |
| Annual return | 13.74% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $954 | $2,870-66.8% | $4,294-77.8% | $2,551-62.6% |
| Participant deferral / active EE | $2,491 | $4,577-45.6% | $6,132-59.4% | $4,139-39.8% |
| Admin fee / account holder | $9,222 | $9,341-1.3% | $14,586-36.8% | $7,234+27.5% |