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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 | $98,947 | $123,478-19.9% | $216,567-54.3% | $94,015+5.2% |
| Participation rate | 46.2% | 75.1%-29.0pp | 81.6%-35.5pp | 70.8%-24.7pp |
| Annual return | 18.15% | 23.61%-5.5pp | 12.94%+5.2pp | 17.84%+0.3pp |
| Employer contribution / active EE | $1,097 | $3,136-65.0% | $5,216-79.0% | $2,790-60.7% |
| Participant deferral / active EE | $2,766 | $4,556-39.3% | $6,191-55.3% | $4,249-34.9% |
| Admin fee / account holder | $1,564 | $12,753-87.7% | $21,981-92.9% | $8,951-82.5% |