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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 | $106,524-8.7% | $152,301-36.2% | $87,485+11.1% |
| Participation rate | 43.3% | 75.8%-32.4pp | 82.4%-39.1pp | 68.9%-25.6pp |
| Annual return | 18.19% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,558 | $3,371-53.8% | $4,624-66.3% | $2,596-40.0% |
| Participant deferral / active EE | $3,391 | $6,525-48.0% | $8,004-57.6% | $4,274-20.7% |
| Admin fee / account holder | $6,494 | $8,287-21.6% | $14,398-54.9% | $7,775-16.5% |