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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 | $91,264 | $95,404-4.3% | $113,397-19.5% | $82,637+10.4% |
| Participation rate | 53.8% | 72.8%-19.0pp | 76.5%-22.7pp | 68.1%-14.2pp |
| Annual return | 16.09% | 19.08%-3.0pp | 23.20%-7.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $984 | $2,307-57.3% | $2,977-66.9% | $2,552-61.4% |
| Participant deferral / active EE | $2,427 | $4,220-42.5% | $5,076-52.2% | $4,126-41.2% |
| Admin fee / account holder | $769 | $9,168-91.6% | $11,957-93.6% | $7,339-89.5% |