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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 | $91,780 | $106,524-13.8% | $152,301-39.7% | $87,485+4.9% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.4%-38.0pp | 68.9%-24.5pp |
| Annual return | 17.62% | 26.89%-9.3pp | 80.50%-62.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,571 | $3,371-53.4% | $4,624-66.0% | $2,596-39.5% |
| Participant deferral / active EE | $5,831 | $6,525-10.6% | $8,004-27.1% | $4,274+36.5% |
| Admin fee / account holder | $3,417 | $8,287-58.8% | $14,398-76.3% | $7,775-56.1% |