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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 | $90,515 | $103,164-12.3% | $90,259+0.3% | $154,746-41.5% |
| Participation rate | 42.9% | 76.1%-33.2pp | 70.7%-27.9pp | 80.7%-37.8pp |
| Annual return | 13.28% | 19.25%-6.0pp | 18.88%-5.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $945 | $2,532-62.7% | $2,291-58.8% | $4,379-78.4% |
| Participant deferral / active EE | $2,014 | $4,422-54.4% | $3,827-47.4% | $6,730-70.1% |
| Admin fee / account holder | $471 | $8,593-94.5% | $7,267-93.5% | $14,365-96.7% |