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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 | $93,815 | $114,712-18.2% | $173,730-46.0% | $87,485+7.2% |
| Participation rate | 45.6% | 73.0%-27.4pp | 79.6%-34.0pp | 68.9%-23.3pp |
| Annual return | 14.88% | 20.18%-5.3pp | 19.96%-5.1pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,548 | $2,904-46.7% | $4,577-66.2% | $2,596-40.4% |
| Participant deferral / active EE | $3,868 | $4,642-16.7% | $6,326-38.9% | $4,274-9.5% |
| Admin fee / account holder | $2,903 | $10,210-71.6% | $17,523-83.4% | $7,775-62.7% |