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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 | $100,312 | $115,931-13.5% | $185,441-45.9% | $86,983+15.3% |
| Participation rate | 28.0% | 73.6%-45.6pp | 80.3%-52.3pp | 69.5%-41.5pp |
| Annual return | 15.58% | 21.47%-5.9pp | 20.16%-4.6pp | 25.83%-10.2pp |
| Employer contribution / active EE | $1,382 | $2,937-53.0% | $4,672-70.4% | $2,584-46.5% |
| Participant deferral / active EE | $2,635 | $4,551-42.1% | $6,152-57.2% | $4,194-37.2% |
| Admin fee / account holder | $1,263 | $10,687-88.2% | $17,890-92.9% | $7,856-83.9% |