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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 | $99,475 | $87,180+14.1% | $173,703-42.7% | $94,015+5.8% |
| Participation rate | 34.5% | 65.6%-31.1pp | 75.9%-41.4pp | 70.8%-36.3pp |
| Annual return | 9.65% | 14.17%-4.5pp | 17.46%-7.8pp | 17.84%-8.2pp |
| Employer contribution / active EE | $1,434 | $2,494-42.5% | $4,288-66.6% | $2,790-48.6% |
| Participant deferral / active EE | $2,769 | $3,343-17.2% | $4,854-42.9% | $4,249-34.8% |
| Admin fee / account holder | $10,245 | $7,506+36.5% | $15,562-34.2% | $8,951+14.5% |