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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 | $93,244 | $107,421-13.2% | $182,262-48.8% | $94,015-0.8% |
| Participation rate | 51.9% | 77.8%-25.9pp | 84.2%-32.4pp | 70.8%-19.0pp |
| Annual return | 18.24% | 21.32%-3.1pp | 140.60%-122.4pp | 17.84%+0.4pp |
| Employer contribution / active EE | $1,832 | $3,448-46.9% | $5,046-63.7% | $2,790-34.3% |
| Participant deferral / active EE | $3,628 | $6,558-44.7% | $8,276-56.2% | $4,249-14.6% |
| Admin fee / account holder | $1,081 | $8,692-87.6% | $16,712-93.5% | $8,951-87.9% |