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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 | $87,278 | $95,453-8.6% | $112,040-22.1% | $82,448+5.9% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 17.11% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,145 | $2,318-50.6% | $2,954-61.2% | $2,551-55.1% |
| Participant deferral / active EE | $2,753 | $4,224-34.8% | $5,098-46.0% | $4,139-33.5% |
| Admin fee / account holder | $10,236 | $9,013+13.6% | $12,098-15.4% | $7,234+41.5% |