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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 | $106,749-9.6% | $145,433-33.7% | $82,448+17.0% |
| Participation rate | 50.6% | 75.6%-25.0pp | 82.1%-31.5pp | 68.1%-17.5pp |
| Annual return | 16.78% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,112 | $3,444-38.7% | $4,554-53.6% | $2,551-17.2% |
| Participant deferral / active EE | $3,578 | $6,519-45.1% | $7,897-54.7% | $4,139-13.6% |
| Admin fee / account holder | $2,774 | $8,390-66.9% | $13,129-78.9% | $7,234-61.7% |