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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 | $90,872 | $89,532+1.5% | $103,447-12.2% | $80,925+12.3% |
| Participation rate | 22.7% | 76.0%-53.4pp | 80.5%-57.9pp | 67.7%-45.0pp |
| Annual return | 21.96% | 22.80%-0.8pp | 23.92%-2.0pp | 35.65%-13.7pp |
| Employer contribution / active EE | $1,908 | $4,023-52.6% | $4,678-59.2% | $2,756-30.8% |
| Participant deferral / active EE | $3,036 | $5,459-44.4% | $6,624-54.2% | $4,299-29.4% |
| Admin fee / account holder | $9,132 | $6,774+34.8% | $9,415-3.0% | $6,940+31.6% |