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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 | $92,016 | $41,377+122.4% | $109,313-15.8% | $62,881+46.3% |
| Participation rate | 27.7% | 57.5%-29.9pp | 71.3%-43.6pp | 69.3%-41.6pp |
| Annual return | 8.17% | 11.05%-2.9pp | 22.07%-13.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,085 | $1,276-15.0% | $3,892-72.1% | $2,281-52.4% |
| Participant deferral / active EE | $2,070 | $2,045+1.2% | $3,166-34.6% | $3,203-35.4% |
| Admin fee / account holder | $1,787 | $2,884-38.0% | $5,666-68.5% | $4,296-58.4% |