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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 | $87,150 | $106,749-18.4% | $145,433-40.1% | $82,448+5.7% |
| Participation rate | 43.7% | 75.6%-32.0pp | 82.1%-38.4pp | 68.1%-24.4pp |
| Annual return | 14.33% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $803 | $3,444-76.7% | $4,554-82.4% | $2,551-68.5% |
| Participant deferral / active EE | $3,831 | $6,519-41.2% | $7,897-51.5% | $4,139-7.4% |
| Admin fee / account holder | $3,023 | $8,390-64.0% | $13,129-77.0% | $7,234-58.2% |