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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 | $93,432 | $87,037+7.3% | $106,201-12.0% | $80,874+15.5% |
| Participation rate | 55.7% | 70.4%-14.8pp | 75.3%-19.6pp | 67.6%-12.0pp |
| Annual return | 13.16% | 17.05%-3.9pp | 116.26%-103.1pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,216 | $2,396-49.3% | $3,170-61.6% | $2,756-55.9% |
| Participant deferral / active EE | $1,938 | $3,986-51.4% | $5,012-61.3% | $4,297-54.9% |
| Admin fee / account holder | $2,984 | $8,434-64.6% | $11,039-73.0% | $6,935-57.0% |