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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 | $90,000 | $86,050+4.6% | $189,758-52.6% | $94,015-4.3% |
| Participation rate | 60.0% | 68.9%-8.9pp | 79.8%-19.8pp | 70.8%-10.8pp |
| Annual return | 12.60% | 17.77%-5.2pp | 52.62%-40.0pp | 17.84%-5.2pp |
| Employer contribution / active EE | $984 | $2,819-65.1% | $4,767-79.4% | $2,790-64.7% |
| Participant deferral / active EE | $3,442 | $3,349+2.8% | $5,856-41.2% | $4,249-19.0% |
| Admin fee / account holder | $935 | $6,627-85.9% | $20,388-95.4% | $8,951-89.6% |