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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 | $97,648-7.2% | $121,663-25.5% | $87,485+3.6% |
| Participation rate | 22.0% | 70.5%-48.4pp | 74.5%-52.5pp | 68.9%-46.9pp |
| Annual return | 19.08% | 18.03%+1.1pp | 147.54%-128.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $999 | $2,300-56.6% | $3,020-66.9% | $2,596-61.5% |
| Participant deferral / active EE | $3,120 | $3,923-20.5% | $4,887-36.2% | $4,274-27.0% |
| Admin fee / account holder | $542 | $11,100-95.1% | $14,289-96.2% | $7,775-93.0% |