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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 | $86,044 | $86,938-1.0% | $102,423-16.0% | $80,925+6.3% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.7%-25.4pp |
| Annual return | 15.11% | 18.89%-3.8pp | 29.42%-14.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,059 | $2,369-55.3% | $3,023-65.0% | $2,756-61.6% |
| Participant deferral / active EE | $2,294 | $4,120-44.3% | $5,054-54.6% | $4,299-46.6% |
| Admin fee / account holder | $1,533 | $8,053-81.0% | $9,455-83.8% | $6,940-77.9% |