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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 | $88,523 | $96,956-8.7% | $69,779+26.9% | $273,972-67.7% |
| Participation rate | 61.9% | 77.1%-15.2pp | 71.8%-9.9pp | 83.0%-21.1pp |
| Annual return | 8.68% | 12.93%-4.3pp | 12.99%-4.3pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,478 | $3,316-55.4% | $2,338-36.8% | $4,869-69.7% |
| Participant deferral / active EE | $5,851 | $3,744+56.3% | $2,931+99.6% | $5,287+10.7% |
| Admin fee / account holder | $2,092 | $7,934-73.6% | $4,381-52.2% | $10,133-79.4% |