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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 | $98,647 | $108,825-9.4% | $156,181-36.8% | $82,448+19.6% |
| Participation rate | 51.5% | 72.4%-20.9pp | 78.8%-27.3pp | 68.1%-16.6pp |
| Annual return | 16.18% | 20.59%-4.4pp | 64.87%-48.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,168 | $2,870-59.3% | $4,294-72.8% | $2,551-54.2% |
| Participant deferral / active EE | $3,494 | $4,577-23.7% | $6,132-43.0% | $4,139-15.6% |
| Admin fee / account holder | $2,095 | $9,341-77.6% | $14,586-85.6% | $7,234-71.0% |