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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 | $106,749-14.0% | $145,433-36.9% | $82,448+11.3% |
| Participation rate | 44.4% | 75.6%-31.2pp | 82.1%-37.7pp | 68.1%-23.6pp |
| Annual return | 17.62% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,571 | $3,444-54.4% | $4,554-65.5% | $2,551-38.4% |
| Participant deferral / active EE | $5,831 | $6,519-10.5% | $7,897-26.2% | $4,139+40.9% |
| Admin fee / account holder | $3,417 | $8,390-59.3% | $13,129-74.0% | $7,234-52.8% |