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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 | $106,524-15.8% | $152,301-41.1% | $87,485+2.5% |
| Participation rate | 50.7% | 75.8%-25.1pp | 82.4%-31.8pp | 68.9%-18.3pp |
| Annual return | 15.13% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $4,416 | $3,371+31.0% | $4,624-4.5% | $2,596+70.1% |
| Participant deferral / active EE | $6,199 | $6,525-5.0% | $8,004-22.6% | $4,274+45.1% |
| Admin fee / account holder | $3,957 | $8,287-52.3% | $14,398-72.5% | $7,775-49.1% |