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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 | $93,448 | $97,125-3.8% | $86,233+8.4% | $137,256-31.9% |
| Participation rate | 13.3% | 74.2%-60.9pp | 69.0%-55.7pp | 80.0%-66.6pp |
| Annual return | 15.51% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $554 | $2,841-80.5% | $2,504-77.9% | $4,156-86.7% |
| Participant deferral / active EE | $2,935 | $5,180-43.3% | $4,559-35.6% | $6,407-54.2% |
| Admin fee / account holder | $3,569 | $9,725-63.3% | $8,342-57.2% | $12,270-70.9% |