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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 | $97,216 | $106,749-8.9% | $145,433-33.2% | $82,448+17.9% |
| Participation rate | 43.3% | 75.6%-32.3pp | 82.1%-38.8pp | 68.1%-24.7pp |
| Annual return | 18.19% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,558 | $3,444-54.8% | $4,554-65.8% | $2,551-38.9% |
| Participant deferral / active EE | $3,391 | $6,519-48.0% | $7,897-57.1% | $4,139-18.1% |
| Admin fee / account holder | $6,494 | $8,390-22.6% | $13,129-50.5% | $7,234-10.2% |