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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 | $98,754 | $108,825-9.3% | $156,181-36.8% | $82,448+19.8% |
| Participation rate | 44.3% | 72.4%-28.1pp | 78.8%-34.6pp | 68.1%-23.8pp |
| Annual return | 15.07% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,256 | $2,870-56.2% | $4,294-70.8% | $2,551-50.8% |
| Participant deferral / active EE | $2,364 | $4,577-48.4% | $6,132-61.5% | $4,139-42.9% |
| Admin fee / account holder | $1,383 | $9,341-85.2% | $14,586-90.5% | $7,234-80.9% |