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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 | $95,364 | $99,345-4.0% | $84,753+12.5% | $273,972-65.2% |
| Participation rate | 31.3% | 80.7%-49.4pp | 76.6%-45.3pp | 83.0%-51.8pp |
| Annual return | 9.19% | 22.93%-13.7pp | 22.78%-13.6pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,343 | $4,214-68.1% | $3,574-62.4% | $4,869-72.4% |
| Participant deferral / active EE | $2,737 | $4,270-35.9% | $3,712-26.3% | $5,287-48.2% |
| Admin fee / account holder | $985 | $6,645-85.2% | $5,333-81.5% | $10,133-90.3% |