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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 | $88,657 | $100,194-11.5% | $122,979-27.9% | $86,983+1.9% |
| Participation rate | 43.7% | 73.0%-29.3pp | 77.2%-33.5pp | 69.5%-25.9pp |
| Annual return | 17.74% | 16.47%+1.3pp | 20.12%-2.4pp | 25.83%-8.1pp |
| Employer contribution / active EE | $1,607 | $2,326-30.9% | $3,062-47.5% | $2,584-37.8% |
| Participant deferral / active EE | $3,066 | $4,133-25.8% | $5,003-38.7% | $4,194-26.9% |
| Admin fee / account holder | $822 | $10,148-91.9% | $12,864-93.6% | $7,856-89.5% |