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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 | $85,431 | $114,712-25.5% | $173,730-50.8% | $87,485-2.3% |
| Participation rate | 31.3% | 73.0%-41.7pp | 79.6%-48.3pp | 68.9%-37.7pp |
| Annual return | 22.31% | 20.18%+2.1pp | 19.96%+2.4pp | 26.06%-3.8pp |
| Employer contribution / active EE | $789 | $2,904-72.8% | $4,577-82.8% | $2,596-69.6% |
| Participant deferral / active EE | $4,227 | $4,642-8.9% | $6,326-33.2% | $4,274-1.1% |
| Admin fee / account holder | $1,006 | $10,210-90.1% | $17,523-94.3% | $7,775-87.1% |