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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 | $90,715 | $81,504+11.3% | $102,437-11.4% | $80,959+12.1% |
| Participation rate | 54.9% | 66.9%-11.9pp | 74.5%-19.6pp | 67.7%-12.8pp |
| Annual return | 13.03% | 25.60%-12.6pp | 24.95%-11.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,084 | $3,104-65.1% | $3,871-72.0% | $2,757-60.7% |
| Participant deferral / active EE | $3,241 | $3,871-16.3% | $5,060-36.0% | $4,300-24.6% |
| Admin fee / account holder | $14,086 | $6,719+109.6% | $8,388+67.9% | $6,925+103.4% |