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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 | $106,749-12.7% | $145,433-35.9% | $82,448+13.1% |
| Participation rate | 51.9% | 75.6%-23.8pp | 82.1%-30.3pp | 68.1%-16.2pp |
| Annual return | 18.24% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,832 | $3,444-46.8% | $4,554-59.8% | $2,551-28.2% |
| Participant deferral / active EE | $3,628 | $6,519-44.3% | $7,897-54.1% | $4,139-12.4% |
| Admin fee / account holder | $1,081 | $8,390-87.1% | $13,129-91.8% | $7,234-85.1% |