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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 | $93,478 | $115,931-19.4% | $185,441-49.6% | $86,983+7.5% |
| Participation rate | 50.0% | 73.6%-23.6pp | 80.3%-30.3pp | 69.5%-19.5pp |
| Annual return | 24.80% | 21.47%+3.3pp | 20.16%+4.6pp | 25.83%-1.0pp |
| Employer contribution / active EE | $1,854 | $2,937-36.9% | $4,672-60.3% | $2,584-28.2% |
| Participant deferral / active EE | $3,154 | $4,551-30.7% | $6,152-48.7% | $4,194-24.8% |
| Admin fee / account holder | $468 | $10,687-95.6% | $17,890-97.4% | $7,856-94.0% |