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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 | $110,137-8.9% | $161,149-37.8% | $82,637+21.4% |
| Participation rate | 28.0% | 72.4%-44.4pp | 78.8%-50.8pp | 68.1%-40.1pp |
| Annual return | 15.58% | 20.69%-5.1pp | 21.16%-5.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,382 | $2,856-51.6% | $4,360-68.3% | $2,552-45.9% |
| Participant deferral / active EE | $2,635 | $4,575-42.4% | $6,153-57.2% | $4,126-36.1% |
| Admin fee / account holder | $1,263 | $9,467-86.7% | $15,194-91.7% | $7,339-82.8% |