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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 | $111,836 | $138,385-19.2% | $184,243-39.3% | $80,925+38.2% |
| Participation rate | 69.4% | 83.9%-14.4pp | 86.8%-17.4pp | 67.7%+1.8pp |
| Annual return | 15.59% | 20.02%-4.4pp | 28.82%-13.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,027 | $4,851-58.2% | $6,427-68.5% | $2,756-26.5% |
| Participant deferral / active EE | $4,730 | $7,075-33.1% | $9,132-48.2% | $4,299+10.0% |
| Admin fee / account holder | $813 | $10,489-92.2% | $13,914-94.2% | $6,940-88.3% |