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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 | $91,664 | $151,314-39.4% | $258,236-64.5% | $122,131-24.9% |
| Participation rate | 61.0% | 73.9%-12.9pp | 81.9%-20.9pp | 75.1%-14.1pp |
| Annual return | 14.01% | 15.82%-1.8pp | -3.31%+17.3pp | 16.17%-2.2pp |
| Employer contribution / active EE | $2,789 | $5,035-44.6% | $7,891-64.7% | $3,608-22.7% |
| Participant deferral / active EE | $7,431 | $4,073+82.4% | $5,237+41.9% | $3,892+90.9% |
| Admin fee / account holder | $509 | $10,152-95.0% | $14,475-96.5% | $11,586-95.6% |