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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 | $97,090 | $101,778-4.6% | $164,975-41.1% | $80,925+20.0% |
| Participation rate | 51.6% | 71.8%-20.2pp | 78.6%-27.0pp | 67.7%-16.0pp |
| Annual return | 10.84% | 16.73%-5.9pp | 70.12%-59.3pp | 35.65%-24.8pp |
| Employer contribution / active EE | $1,807 | $2,954-38.8% | $4,343-58.4% | $2,756-34.4% |
| Participant deferral / active EE | $4,612 | $4,477+3.0% | $6,033-23.6% | $4,299+7.3% |
| Admin fee / account holder | $20,125 | $8,221+144.8% | $12,688+58.6% | $6,940+190.0% |