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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 | $84,585 | $106,749-20.8% | $145,433-41.8% | $82,448+2.6% |
| Participation rate | 55.2% | 75.6%-20.5pp | 82.1%-26.9pp | 68.1%-12.9pp |
| Annual return | 18.37% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,874 | $3,444-16.6% | $4,554-36.9% | $2,551+12.7% |
| Participant deferral / active EE | $3,918 | $6,519-39.9% | $7,897-50.4% | $4,139-5.4% |
| Admin fee / account holder | $2,265 | $8,390-73.0% | $13,129-82.7% | $7,234-68.7% |