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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 | $108,825-9.1% | $156,181-36.6% | $82,448+20.0% |
| Participation rate | 46.2% | 72.4%-26.2pp | 78.8%-32.7pp | 68.1%-21.9pp |
| Annual return | 18.15% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,097 | $2,870-61.8% | $4,294-74.5% | $2,551-57.0% |
| Participant deferral / active EE | $2,766 | $4,577-39.6% | $6,132-54.9% | $4,139-33.2% |
| Admin fee / account holder | $1,564 | $9,341-83.3% | $14,586-89.3% | $7,234-78.4% |