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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 | $90,609 | $73,787+22.8% | $98,716-8.2% | $82,448+9.9% |
| Participation rate | 44.3% | 61.4%-17.1pp | 69.3%-25.0pp | 68.1%-23.8pp |
| Annual return | 14.50% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $724 | $1,511-52.1% | $2,279-68.2% | $2,551-71.6% |
| Participant deferral / active EE | $2,699 | $3,081-12.4% | $4,048-33.3% | $4,139-34.8% |
| Admin fee / account holder | $5,722 | $6,500-12.0% | $8,703-34.3% | $7,234-20.9% |