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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 | $114,712-13.7% | $173,730-43.0% | $87,485+13.1% |
| Participation rate | 46.2% | 73.0%-26.8pp | 79.6%-33.4pp | 68.9%-22.8pp |
| Annual return | 18.15% | 20.18%-2.0pp | 19.96%-1.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,097 | $2,904-62.2% | $4,577-76.0% | $2,596-57.8% |
| Participant deferral / active EE | $2,766 | $4,642-40.4% | $6,326-56.3% | $4,274-35.3% |
| Admin fee / account holder | $1,564 | $10,210-84.7% | $17,523-91.1% | $7,775-79.9% |