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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 | $90,613 | $109,620-17.3% | $148,496-39.0% | $94,015-3.6% |
| Participation rate | 22.0% | 71.3%-49.2pp | 76.0%-54.0pp | 70.8%-48.8pp |
| Annual return | 19.08% | 17.54%+1.5pp | 12.33%+6.8pp | 17.84%+1.2pp |
| Employer contribution / active EE | $999 | $2,618-61.8% | $3,497-71.4% | $2,790-64.2% |
| Participant deferral / active EE | $3,120 | $3,831-18.6% | $4,808-35.1% | $4,249-26.6% |
| Admin fee / account holder | $542 | $10,050-94.6% | $19,547-97.2% | $8,951-93.9% |