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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 | $93,491 | $86,938+7.5% | $102,423-8.7% | $80,925+15.5% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.7%-24.8pp |
| Annual return | 13.44% | 18.89%-5.5pp | 29.42%-16.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,214 | $2,369-48.8% | $3,023-59.9% | $2,756-56.0% |
| Participant deferral / active EE | $3,372 | $4,120-18.2% | $5,054-33.3% | $4,299-21.5% |
| Admin fee / account holder | $1,868 | $8,053-76.8% | $9,455-80.2% | $6,940-73.1% |