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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 | $92,389 | $95,404-3.2% | $113,397-18.5% | $82,637+11.8% |
| Participation rate | 49.1% | 72.8%-23.7pp | 76.5%-27.4pp | 68.1%-19.0pp |
| Annual return | 18.06% | 19.08%-1.0pp | 23.20%-5.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,598 | $2,307-30.7% | $2,977-46.3% | $2,552-37.4% |
| Participant deferral / active EE | $3,092 | $4,220-26.7% | $5,076-39.1% | $4,126-25.1% |
| Admin fee / account holder | $2,047 | $9,168-77.7% | $11,957-82.9% | $7,339-72.1% |