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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 | $114,712-11.3% | $173,730-41.4% | $87,485+16.3% |
| Participation rate | 40.0% | 73.0%-33.0pp | 79.6%-39.6pp | 68.9%-28.9pp |
| Annual return | 16.33% | 20.18%-3.8pp | 19.96%-3.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $913 | $2,904-68.6% | $4,577-80.0% | $2,596-64.8% |
| Participant deferral / active EE | $2,278 | $4,642-50.9% | $6,326-64.0% | $4,274-46.7% |
| Admin fee / account holder | $1,538 | $10,210-84.9% | $17,523-91.2% | $7,775-80.2% |