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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 | $96,489 | $106,864-9.7% | $147,318-34.5% | $82,637+16.8% |
| Participation rate | 50.6% | 75.5%-24.9pp | 82.1%-31.5pp | 68.1%-17.5pp |
| Annual return | 16.78% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $2,112 | $3,417-38.2% | $4,593-54.0% | $2,552-17.2% |
| Participant deferral / active EE | $3,578 | $6,496-44.9% | $7,906-54.7% | $4,126-13.3% |
| Admin fee / account holder | $2,774 | $8,415-67.0% | $13,708-79.8% | $7,339-62.2% |