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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 | $102,245-11.5% | $89,340+1.3% | $137,256-34.1% |
| Participation rate | 42.9% | 74.9%-32.0pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 13.28% | 21.89%-8.6pp | 20.57%-7.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $945 | $2,529-62.6% | $2,231-57.7% | $4,156-77.3% |
| Participant deferral / active EE | $2,014 | $4,436-54.6% | $3,823-47.3% | $6,407-68.6% |
| Admin fee / account holder | $471 | $8,085-94.2% | $6,704-93.0% | $12,270-96.2% |