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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 | $110,137-21.5% | $161,149-46.4% | $82,637+4.6% |
| Participation rate | 51.0% | 72.4%-21.4pp | 78.8%-27.9pp | 68.1%-17.1pp |
| Annual return | 17.09% | 20.69%-3.6pp | 21.16%-4.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,128 | $2,856-60.5% | $4,360-74.1% | $2,552-55.8% |
| Participant deferral / active EE | $3,336 | $4,575-27.1% | $6,153-45.8% | $4,126-19.1% |
| Admin fee / account holder | $1,738 | $9,467-81.6% | $15,194-88.6% | $7,339-76.3% |