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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 | $102,404 | $106,524-3.9% | $152,301-32.8% | $87,485+17.1% |
| Participation rate | 31.4% | 75.8%-44.3pp | 82.4%-51.0pp | 68.9%-37.5pp |
| Annual return | 19.54% | 26.89%-7.4pp | 80.50%-61.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,095 | $3,371-67.5% | $4,624-76.3% | $2,596-57.8% |
| Participant deferral / active EE | $3,118 | $6,525-52.2% | $8,004-61.0% | $4,274-27.0% |
| Admin fee / account holder | $1,757 | $8,287-78.8% | $14,398-87.8% | $7,775-77.4% |