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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 | $88,493 | $138,393-36.1% | $184,256-52.0% | $80,959+9.3% |
| Participation rate | 65.5% | 83.9%-18.4pp | 86.8%-21.3pp | 67.7%-2.2pp |
| Annual return | 12.03% | 20.01%-8.0pp | 28.85%-16.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,996 | $4,847-58.8% | $6,427-68.9% | $2,757-27.6% |
| Participant deferral / active EE | $5,307 | $7,076-25.0% | $9,133-41.9% | $4,300+23.4% |
| Admin fee / account holder | $3,592 | $10,489-65.8% | $13,899-74.2% | $6,925-48.1% |