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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 | $89,604 | $57,057+57.0% | $85,009+5.4% | $80,874+10.8% |
| Participation rate | 23.5% | 56.4%-32.8pp | 67.5%-44.0pp | 67.6%-44.1pp |
| Annual return | 11.45% | 21.66%-10.2pp | 66.47%-55.0pp | 35.62%-24.2pp |
| Employer contribution / active EE | $1,007 | $1,799-44.0% | $2,728-63.1% | $2,756-63.4% |
| Participant deferral / active EE | $1,944 | $3,112-37.5% | $4,522-57.0% | $4,297-54.8% |
| Admin fee / account holder | $6,704 | $4,986+34.5% | $6,153+9.0% | $6,935-3.3% |