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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 | $93,805 | $108,825-13.8% | $156,181-39.9% | $82,448+13.8% |
| Participation rate | 54.1% | 72.4%-18.3pp | 78.8%-24.7pp | 68.1%-14.0pp |
| Annual return | 13.94% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,806 | $2,870-37.1% | $4,294-57.9% | $2,551-29.2% |
| Participant deferral / active EE | $4,441 | $4,577-3.0% | $6,132-27.6% | $4,139+7.3% |
| Admin fee / account holder | $22,480 | $9,341+140.7% | $14,586+54.1% | $7,234+210.7% |