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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 | $110,137-17.5% | $161,149-43.6% | $82,637+9.9% |
| Participation rate | 41.5% | 72.4%-30.9pp | 78.8%-37.4pp | 68.1%-26.6pp |
| Annual return | 14.07% | 20.69%-6.6pp | 21.16%-7.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $830 | $2,856-70.9% | $4,360-81.0% | $2,552-67.5% |
| Participant deferral / active EE | $3,321 | $4,575-27.4% | $6,153-46.0% | $4,126-19.5% |
| Admin fee / account holder | $18,800 | $9,467+98.6% | $15,194+23.7% | $7,339+156.2% |