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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 | $89,291 | $90,400-1.2% | $186,193-52.0% | $87,485+2.1% |
| Participation rate | 40.5% | 66.2%-25.7pp | 77.1%-36.6pp | 68.9%-28.4pp |
| Annual return | 14.97% | 22.15%-7.2pp | 78.03%-63.1pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,848 | $2,170-14.9% | $3,918-52.8% | $2,596-28.8% |
| Participant deferral / active EE | $6,798 | $4,330+57.0% | $6,513+4.4% | $4,274+59.1% |
| Admin fee / account holder | $6,348 | $8,673-26.8% | $11,058-42.6% | $7,775-18.4% |