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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 | $98,424 | $101,798-3.3% | $165,071-40.4% | $80,935+21.6% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 32.45% | 16.73%+15.7pp | 70.17%-37.7pp | 35.66%-3.2pp |
| Employer contribution / active EE | $2,285 | $2,954-22.7% | $4,347-47.4% | $2,757-17.1% |
| Participant deferral / active EE | $6,072 | $4,476+35.6% | $6,035+0.6% | $4,299+41.2% |
| Admin fee / account holder | $377 | $8,221-95.4% | $12,695-97.0% | $6,924-94.6% |