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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 | $90,688 | $138,393-34.5% | $184,256-50.8% | $80,959+12.0% |
| Participation rate | 56.0% | 83.9%-27.9pp | 86.8%-30.8pp | 67.7%-11.7pp |
| Annual return | 11.99% | 20.01%-8.0pp | 28.85%-16.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,856 | $4,847-61.7% | $6,427-71.1% | $2,757-32.7% |
| Participant deferral / active EE | $3,517 | $7,076-50.3% | $9,133-61.5% | $4,300-18.2% |
| Admin fee / account holder | $713 | $10,489-93.2% | $13,899-94.9% | $6,925-89.7% |