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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 | $83,416 | $108,825-23.3% | $156,181-46.6% | $82,448+1.2% |
| Participation rate | 50.9% | 72.4%-21.4pp | 78.8%-27.9pp | 68.1%-17.1pp |
| Annual return | 18.85% | 20.59%-1.7pp | 64.87%-46.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $855 | $2,870-70.2% | $4,294-80.1% | $2,551-66.5% |
| Participant deferral / active EE | $6,367 | $4,577+39.1% | $6,132+3.8% | $4,139+53.8% |
| Admin fee / account holder | $2,137 | $9,341-77.1% | $14,586-85.3% | $7,234-70.5% |