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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 | $105,546 | $106,749-1.1% | $145,433-27.4% | $82,448+28.0% |
| Participation rate | 46.9% | 75.6%-28.8pp | 82.1%-35.2pp | 68.1%-21.2pp |
| Annual return | 15.20% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,591 | $3,444-53.8% | $4,554-65.1% | $2,551-37.6% |
| Participant deferral / active EE | $3,269 | $6,519-49.9% | $7,897-58.6% | $4,139-21.0% |
| Admin fee / account holder | $20,516 | $8,390+144.5% | $13,129+56.3% | $7,234+183.6% |