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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 | $87,473 | $99,875-12.4% | $146,866-40.4% | $86,983+0.6% |
| Participation rate | 52.1% | 75.8%-23.7pp | 82.5%-30.4pp | 69.5%-17.5pp |
| Annual return | 15.53% | 28.10%-12.6pp | 102.85%-87.3pp | 25.83%-10.3pp |
| Employer contribution / active EE | $2,135 | $3,224-33.8% | $4,425-51.7% | $2,584-17.4% |
| Participant deferral / active EE | $3,936 | $6,322-37.7% | $7,759-49.3% | $4,194-6.1% |
| Admin fee / account holder | $5,979 | $7,838-23.7% | $13,620-56.1% | $7,856-23.9% |