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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 | $89,695 | $106,749-16.0% | $145,433-38.3% | $82,448+8.8% |
| Participation rate | 50.7% | 75.6%-25.0pp | 82.1%-31.5pp | 68.1%-17.4pp |
| Annual return | 15.13% | 27.59%-12.5pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $4,416 | $3,444+28.2% | $4,554-3.0% | $2,551+73.1% |
| Participant deferral / active EE | $6,199 | $6,519-4.9% | $7,897-21.5% | $4,139+49.8% |
| Admin fee / account holder | $3,957 | $8,390-52.8% | $13,129-69.9% | $7,234-45.3% |