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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 | $90,835 | $115,931-21.6% | $185,441-51.0% | $86,983+4.4% |
| Participation rate | 41.5% | 73.6%-32.2pp | 80.3%-38.8pp | 69.5%-28.1pp |
| Annual return | 14.07% | 21.47%-7.4pp | 20.16%-6.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $830 | $2,937-71.7% | $4,672-82.2% | $2,584-67.9% |
| Participant deferral / active EE | $3,321 | $4,551-27.0% | $6,152-46.0% | $4,194-20.8% |
| Admin fee / account holder | $18,800 | $10,687+75.9% | $17,890+5.1% | $7,856+139.3% |