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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 | $98,793 | $106,749-7.5% | $145,433-32.1% | $82,448+19.8% |
| Participation rate | 58.8% | 75.6%-16.8pp | 82.1%-23.3pp | 68.1%-9.2pp |
| Annual return | 21.73% | 27.59%-5.9pp | 66.58%-44.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,530 | $3,444-55.6% | $4,554-66.4% | $2,551-40.0% |
| Participant deferral / active EE | $4,247 | $6,519-34.8% | $7,897-46.2% | $4,139+2.6% |
| Admin fee / account holder | $408 | $8,390-95.1% | $13,129-96.9% | $7,234-94.4% |