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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 | $86,407 | $108,825-20.6% | $156,181-44.7% | $82,448+4.8% |
| Participation rate | 51.0% | 72.4%-21.4pp | 78.8%-27.8pp | 68.1%-17.1pp |
| Annual return | 17.09% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,128 | $2,870-60.7% | $4,294-73.7% | $2,551-55.8% |
| Participant deferral / active EE | $3,336 | $4,577-27.1% | $6,132-45.6% | $4,139-19.4% |
| Admin fee / account holder | $1,738 | $9,341-81.4% | $14,586-88.1% | $7,234-76.0% |