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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 | $91,938 | $106,524-13.7% | $152,301-39.6% | $87,485+5.1% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.4%-28.6pp | 68.9%-15.1pp |
| Annual return | 15.91% | 26.89%-11.0pp | 80.50%-64.6pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,606 | $3,371-52.4% | $4,624-65.3% | $2,596-38.1% |
| Participant deferral / active EE | $3,323 | $6,525-49.1% | $8,004-58.5% | $4,274-22.3% |
| Admin fee / account holder | $584 | $8,287-93.0% | $14,398-95.9% | $7,775-92.5% |