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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 | $93,408 | $83,898+11.3% | $133,346-30.0% | $94,015-0.6% |
| Participation rate | 44.4% | 63.4%-18.9pp | 72.8%-28.4pp | 70.8%-26.4pp |
| Annual return | 17.40% | 16.00%+1.4pp | 36.85%-19.5pp | 17.84%-0.4pp |
| Employer contribution / active EE | $1,183 | $1,821-35.0% | $2,853-58.5% | $2,790-57.6% |
| Participant deferral / active EE | $1,674 | $3,245-48.4% | $4,332-61.4% | $4,249-60.6% |
| Admin fee / account holder | $6,201 | $7,809-20.6% | $14,264-56.5% | $8,951-30.7% |