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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 | $86,919+4.1% | $102,457-11.7% | $80,911+11.8% |
| Participation rate | 31.6% | 72.4%-40.8pp | 76.5%-44.9pp | 67.6%-36.1pp |
| Annual return | 15.70% | 18.90%-3.2pp | 29.41%-13.7pp | 35.63%-19.9pp |
| Employer contribution / active EE | $958 | $2,368-59.5% | $3,022-68.3% | $2,756-65.2% |
| Participant deferral / active EE | $2,787 | $4,119-32.4% | $5,054-44.9% | $4,297-35.2% |
| Admin fee / account holder | $4,090 | $8,049-49.2% | $9,451-56.7% | $6,935-41.0% |