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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 | $89,091 | $108,825-18.1% | $156,181-43.0% | $82,448+8.1% |
| Participation rate | 52.3% | 72.4%-20.1pp | 78.8%-26.6pp | 68.1%-15.8pp |
| Annual return | 12.99% | 20.59%-7.6pp | 64.87%-51.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $902 | $2,870-68.6% | $4,294-79.0% | $2,551-64.6% |
| Participant deferral / active EE | $3,876 | $4,577-15.3% | $6,132-36.8% | $4,139-6.4% |
| Admin fee / account holder | $696 | $9,341-92.6% | $14,586-95.2% | $7,234-90.4% |