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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 | $102,456 | $106,864-4.1% | $147,318-30.5% | $82,637+24.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 19.89% | 27.49%-7.6pp | 70.43%-50.5pp | 53.51%-33.6pp |
| Employer contribution / active EE | $1,366 | $3,417-60.0% | $4,593-70.2% | $2,552-46.5% |
| Participant deferral / active EE | $6,777 | $6,496+4.3% | $7,906-14.3% | $4,126+64.2% |
| Admin fee / account holder | $1,199 | $8,415-85.8% | $13,708-91.3% | $7,339-83.7% |