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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 | $82,514 | $106,749-22.7% | $145,433-43.3% | $82,448+0.1% |
| Participation rate | 42.4% | 75.6%-33.2pp | 82.1%-39.7pp | 68.1%-25.6pp |
| Annual return | 17.42% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,728 | $3,444-49.8% | $4,554-62.1% | $2,551-32.3% |
| Participant deferral / active EE | $2,684 | $6,519-58.8% | $7,897-66.0% | $4,139-35.2% |
| Admin fee / account holder | $8,162 | $8,390-2.7% | $13,129-37.8% | $7,234+12.8% |