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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 | $90,471 | $86,949+4.1% | $102,460-11.7% | $80,959+11.7% |
| Participation rate | 31.6% | 72.4%-40.8pp | 76.5%-44.9pp | 67.7%-36.1pp |
| Annual return | 15.70% | 18.89%-3.2pp | 29.47%-13.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $958 | $2,370-59.6% | $3,025-68.3% | $2,757-65.2% |
| Participant deferral / active EE | $2,787 | $4,121-32.4% | $5,056-44.9% | $4,300-35.2% |
| Admin fee / account holder | $4,090 | $8,048-49.2% | $9,460-56.8% | $6,925-40.9% |