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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 | $138,393-19.2% | $184,256-39.3% | $80,959+38.1% |
| Participation rate | 69.4% | 83.9%-14.5pp | 86.8%-17.4pp | 67.7%+1.8pp |
| Annual return | 15.59% | 20.01%-4.4pp | 28.85%-13.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,027 | $4,847-58.2% | $6,427-68.5% | $2,757-26.5% |
| Participant deferral / active EE | $4,730 | $7,076-33.2% | $9,133-48.2% | $4,300+10.0% |
| Admin fee / account holder | $813 | $10,489-92.2% | $13,899-94.2% | $6,925-88.3% |