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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 | $88,554 | $81,487+8.7% | $102,412-13.5% | $80,935+9.4% |
| Participation rate | 53.5% | 66.8%-13.4pp | 74.5%-21.0pp | 67.7%-14.2pp |
| Annual return | 13.09% | 25.60%-12.5pp | 24.94%-11.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,188 | $3,103-61.7% | $3,870-69.3% | $2,757-56.9% |
| Participant deferral / active EE | $2,714 | $3,871-29.9% | $5,060-46.4% | $4,299-36.9% |
| Admin fee / account holder | $10,426 | $6,717+55.2% | $8,388+24.3% | $6,924+50.6% |