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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 | $105,586 | $101,795+3.7% | $165,100-36.0% | $80,959+30.4% |
| Participation rate | 47.5% | 71.8%-24.3pp | 78.6%-31.1pp | 67.7%-20.2pp |
| Annual return | 13.86% | 16.73%-2.9pp | 70.21%-56.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,682 | $2,954-43.0% | $4,348-61.3% | $2,757-39.0% |
| Participant deferral / active EE | $3,138 | $4,476-29.9% | $6,035-48.0% | $4,300-27.0% |
| Admin fee / account holder | $6,917 | $8,221-15.9% | $12,696-45.5% | $6,925-0.1% |