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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 | $83,552 | $81,504+2.5% | $102,437-18.4% | $80,959+3.2% |
| Participation rate | 23.3% | 66.9%-43.6pp | 74.5%-51.2pp | 67.7%-44.4pp |
| Annual return | 20.79% | 25.60%-4.8pp | 24.95%-4.2pp | 35.67%-14.9pp |
| Employer contribution / active EE | $804 | $3,104-74.1% | $3,871-79.2% | $2,757-70.9% |
| Participant deferral / active EE | $2,021 | $3,871-47.8% | $5,060-60.1% | $4,300-53.0% |
| Admin fee / account holder | $9,781 | $6,719+45.6% | $8,388+16.6% | $6,925+41.2% |