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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 | $74,535+21.6% | $100,712-10.0% | $82,637+9.6% |
| Participation rate | 44.3% | 61.2%-16.9pp | 69.3%-25.0pp | 68.1%-23.8pp |
| Annual return | 14.50% | 18.92%-4.4pp | 33.27%-18.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $724 | $1,503-51.8% | $2,313-68.7% | $2,552-71.6% |
| Participant deferral / active EE | $2,699 | $3,074-12.2% | $4,085-33.9% | $4,126-34.6% |
| Admin fee / account holder | $5,722 | $6,576-13.0% | $9,256-38.2% | $7,339-22.0% |