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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 | $93,172 | $116,167-19.8% | $64,489+44.5% | $137,256-32.1% |
| Participation rate | 40.0% | 68.2%-28.2pp | 67.7%-27.7pp | 80.0%-40.0pp |
| Annual return | 19.50% | 36.55%-17.0pp | 55.03%-35.5pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,013 | $2,483-59.2% | $1,523-33.5% | $4,156-75.6% |
| Participant deferral / active EE | $1,538 | $4,215-63.5% | $2,778-44.7% | $6,407-76.0% |
| Admin fee / account holder | $898 | $6,188-85.5% | $4,260-78.9% | $12,270-92.7% |