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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 | $95,022 | $99,345-4.4% | $84,753+12.1% | $273,972-65.3% |
| Participation rate | 43.5% | 80.7%-37.2pp | 76.6%-33.1pp | 83.0%-39.5pp |
| Annual return | 7.56% | 22.93%-15.4pp | 22.78%-15.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,392 | $4,214-67.0% | $3,574-61.1% | $4,869-71.4% |
| Participant deferral / active EE | $2,924 | $4,270-31.5% | $3,712-21.2% | $5,287-44.7% |
| Admin fee / account holder | $2,123 | $6,645-68.0% | $5,333-60.2% | $10,133-79.0% |