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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 | $84,071 | $93,589-10.2% | $135,942-38.2% | $75,181+11.8% |
| Participation rate | 48.7% | 75.2%-26.5pp | 81.9%-33.2pp | 67.2%-18.5pp |
| Annual return | 21.08% | 30.90%-9.8pp | 68.28%-47.2pp | 160.69%-139.6pp |
| Employer contribution / active EE | $1,864 | $3,537-47.3% | $4,858-61.6% | $2,671-30.2% |
| Participant deferral / active EE | $5,501 | $6,405-14.1% | $7,759-29.1% | $4,126+33.3% |
| Admin fee / account holder | $6,494 | $6,977-6.9% | $10,764-39.7% | $5,650+14.9% |