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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 | $84,623 | $106,864-20.8% | $147,318-42.6% | $82,637+2.4% |
| Participation rate | 41.1% | 75.5%-34.4pp | 82.1%-41.0pp | 68.1%-27.0pp |
| Annual return | 19.43% | 27.49%-8.1pp | 70.43%-51.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,648 | $3,417-51.8% | $4,593-64.1% | $2,552-35.4% |
| Participant deferral / active EE | $3,907 | $6,496-39.9% | $7,906-50.6% | $4,126-5.3% |
| Admin fee / account holder | $337 | $8,415-96.0% | $13,708-97.5% | $7,339-95.4% |