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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 | $92,800 | $95,904-3.2% | $173,730-46.6% | $64,340+44.2% |
| Participation rate | 36.8% | 60.6%-23.8pp | 79.6%-42.7pp | 55.2%-18.4pp |
| Annual return | 16.65% | 17.47%-0.8pp | 19.96%-3.3pp | 24.14%-7.5pp |
| Employer contribution / active EE | $985 | $2,323-57.6% | $4,577-78.5% | $1,862-47.1% |
| Participant deferral / active EE | $2,551 | $3,488-26.9% | $6,326-59.7% | $2,980-14.4% |
| Admin fee / account holder | $2,716 | $5,089-46.6% | $17,523-84.5% | $3,703-26.6% |