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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 | $84,953+5.1% | $163,379-45.3% | $82,637+8.1% |
| Participation rate | 40.5% | 65.9%-25.4pp | 76.8%-36.3pp | 68.1%-27.5pp |
| Annual return | 14.97% | 23.07%-8.1pp | 63.41%-48.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,848 | $2,183-15.3% | $3,752-50.8% | $2,552-27.6% |
| Participant deferral / active EE | $6,798 | $4,326+57.1% | $6,282+8.2% | $4,126+64.8% |
| Admin fee / account holder | $6,348 | $7,921-19.9% | $9,818-35.3% | $7,339-13.5% |