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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 | $98,032 | $109,620-10.6% | $148,496-34.0% | $94,015+4.3% |
| Participation rate | 59.3% | 71.3%-12.0pp | 76.0%-16.8pp | 70.8%-11.6pp |
| Annual return | 10.57% | 17.54%-7.0pp | 12.33%-1.8pp | 17.84%-7.3pp |
| Employer contribution / active EE | $1,652 | $2,618-36.9% | $3,497-52.8% | $2,790-40.8% |
| Participant deferral / active EE | $5,772 | $3,831+50.7% | $4,808+20.0% | $4,249+35.8% |
| Admin fee / account holder | $2,110 | $10,050-79.0% | $19,547-89.2% | $8,951-76.4% |