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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 | $101,752 | $108,825-6.5% | $156,181-34.8% | $82,448+23.4% |
| Participation rate | 40.0% | 72.4%-32.4pp | 78.8%-38.8pp | 68.1%-28.1pp |
| Annual return | 16.33% | 20.59%-4.3pp | 64.87%-48.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $913 | $2,870-68.2% | $4,294-78.7% | $2,551-64.2% |
| Participant deferral / active EE | $2,278 | $4,577-50.2% | $6,132-62.9% | $4,139-45.0% |
| Admin fee / account holder | $1,538 | $9,341-83.5% | $14,586-89.5% | $7,234-78.7% |