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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 | $93,256 | $130,294-28.4% | $170,043-45.2% | $71,511+30.4% |
| Participation rate | 49.0% | 86.2%-37.2pp | 87.0%-38.0pp | 67.9%-18.9pp |
| Annual return | 21.84% | 20.36%+1.5pp | 53.40%-31.6pp | 28.86%-7.0pp |
| Employer contribution / active EE | $1,851 | $4,385-57.8% | $6,790-72.7% | $2,589-28.5% |
| Participant deferral / active EE | $4,877 | $6,928-29.6% | $10,410-53.1% | $4,291+13.7% |
| Admin fee / account holder | $3,939 | $966+307.7% | $12,824-69.3% | $1,588+148.0% |