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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 | $88,539 | $101,778-13.0% | $164,975-46.3% | $80,925+9.4% |
| Participation rate | 61.1% | 71.8%-10.7pp | 78.6%-17.5pp | 67.7%-6.5pp |
| Annual return | 15.42% | 16.73%-1.3pp | 70.12%-54.7pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,446 | $2,954-51.0% | $4,343-66.7% | $2,756-47.5% |
| Participant deferral / active EE | $5,730 | $4,477+28.0% | $6,033-5.0% | $4,299+33.3% |
| Admin fee / account holder | $1,961 | $8,221-76.1% | $12,688-84.5% | $6,940-71.7% |