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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 | $89,397 | $93,617-4.5% | $135,982-34.3% | $75,177+18.9% |
| Participation rate | 56.7% | 75.2%-18.5pp | 81.9%-25.3pp | 67.2%-10.5pp |
| Annual return | 16.10% | 30.89%-14.8pp | 68.32%-52.2pp | 160.75%-144.7pp |
| Employer contribution / active EE | $2,237 | $3,538-36.8% | $4,859-54.0% | $2,671-16.3% |
| Participant deferral / active EE | $3,529 | $6,406-44.9% | $7,760-54.5% | $4,126-14.5% |
| Admin fee / account holder | $2,960 | $6,980-57.6% | $10,767-72.5% | $5,651-47.6% |