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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 | $114,712-18.5% | $173,730-46.2% | $87,485+6.9% |
| Participation rate | 50.0% | 73.0%-23.0pp | 79.6%-29.6pp | 68.9%-18.9pp |
| Annual return | 24.80% | 20.18%+4.6pp | 19.96%+4.8pp | 26.06%-1.3pp |
| Employer contribution / active EE | $1,854 | $2,904-36.1% | $4,577-59.5% | $2,596-28.6% |
| Participant deferral / active EE | $3,154 | $4,642-32.0% | $6,326-50.1% | $4,274-26.2% |
| Admin fee / account holder | $468 | $10,210-95.4% | $17,523-97.3% | $7,775-94.0% |