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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 | $86,161 | $86,949-0.9% | $102,460-15.9% | $80,959+6.4% |
| Participation rate | 34.4% | 72.4%-38.0pp | 76.5%-42.1pp | 67.7%-33.3pp |
| Annual return | 16.11% | 18.89%-2.8pp | 29.47%-13.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $987 | $2,370-58.3% | $3,025-67.4% | $2,757-64.2% |
| Participant deferral / active EE | $2,504 | $4,121-39.3% | $5,056-50.5% | $4,300-41.8% |
| Admin fee / account holder | $1,642 | $8,048-79.6% | $9,460-82.6% | $6,925-76.3% |