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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 | $110,137-20.5% | $161,149-45.7% | $82,637+5.9% |
| Participation rate | 36.7% | 72.4%-35.7pp | 78.8%-42.2pp | 68.1%-31.4pp |
| Annual return | 13.74% | 20.69%-6.9pp | 21.16%-7.4pp | 53.51%-39.8pp |
| Employer contribution / active EE | $954 | $2,856-66.6% | $4,360-78.1% | $2,552-62.6% |
| Participant deferral / active EE | $2,491 | $4,575-45.6% | $6,153-59.5% | $4,126-39.6% |
| Admin fee / account holder | $9,222 | $9,467-2.6% | $15,194-39.3% | $7,339+25.7% |