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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 | $93,449 | $114,712-18.5% | $173,730-46.2% | $87,485+6.8% |
| Participation rate | 34.5% | 73.0%-38.5pp | 79.6%-45.1pp | 68.9%-34.4pp |
| Annual return | 15.62% | 20.18%-4.6pp | 19.96%-4.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,201 | $2,904-58.7% | $4,577-73.8% | $2,596-53.7% |
| Participant deferral / active EE | $3,395 | $4,642-26.9% | $6,326-46.3% | $4,274-20.6% |
| Admin fee / account holder | $2,372 | $10,210-76.8% | $17,523-86.5% | $7,775-69.5% |