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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 | $106,524-12.5% | $152,301-38.8% | $87,485+6.6% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.4%-30.6pp | 68.9%-17.1pp |
| Annual return | 18.24% | 26.89%-8.6pp | 80.50%-62.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,832 | $3,371-45.7% | $4,624-60.4% | $2,596-29.4% |
| Participant deferral / active EE | $3,628 | $6,525-44.4% | $8,004-54.7% | $4,274-15.1% |
| Admin fee / account holder | $1,081 | $8,287-87.0% | $14,398-92.5% | $7,775-86.1% |