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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 | $115,168 | $146,267-21.3% | $197,124-41.6% | $82,448+39.7% |
| Participation rate | 62.1% | 84.0%-21.9pp | 86.7%-24.6pp | 68.1%-6.0pp |
| Annual return | 23.66% | 29.61%-5.9pp | 44.34%-20.7pp | 41.64%-18.0pp |
| Employer contribution / active EE | $1,926 | $4,723-59.2% | $6,227-69.1% | $2,551-24.5% |
| Participant deferral / active EE | $5,006 | $7,035-28.8% | $9,135-45.2% | $4,139+20.9% |
| Admin fee / account holder | $4,335 | $14,422-69.9% | $16,298-73.4% | $7,234-40.1% |