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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 | $114,712-24.7% | $173,730-50.3% | $87,485-1.2% |
| Participation rate | 51.0% | 73.0%-22.0pp | 79.6%-28.6pp | 68.9%-18.0pp |
| Annual return | 17.09% | 20.18%-3.1pp | 19.96%-2.9pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,128 | $2,904-61.2% | $4,577-75.4% | $2,596-56.6% |
| Participant deferral / active EE | $3,336 | $4,642-28.1% | $6,326-47.3% | $4,274-21.9% |
| Admin fee / account holder | $1,738 | $10,210-83.0% | $17,523-90.1% | $7,775-77.6% |