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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 | $93,228 | $106,524-12.5% | $152,301-38.8% | $87,485+6.6% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.4%-20.9pp | 68.9%-7.4pp |
| Annual return | 19.31% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.8pp |
| Employer contribution / active EE | $2,433 | $3,371-27.8% | $4,624-47.4% | $2,596-6.3% |
| Participant deferral / active EE | $7,643 | $6,525+17.1% | $8,004-4.5% | $4,274+78.9% |
| Admin fee / account holder | $3,091 | $8,287-62.7% | $14,398-78.5% | $7,775-60.2% |