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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 | $90,208 | $73,787+22.3% | $98,716-8.6% | $82,448+9.4% |
| Participation rate | 16.4% | 61.4%-45.0pp | 69.3%-52.9pp | 68.1%-51.6pp |
| Annual return | 15.80% | 18.57%-2.8pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $929 | $1,511-38.5% | $2,279-59.2% | $2,551-63.6% |
| Participant deferral / active EE | $1,395 | $3,081-54.7% | $4,048-65.5% | $4,139-66.3% |
| Admin fee / account holder | $2,554 | $6,500-60.7% | $8,703-70.6% | $7,234-64.7% |