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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 | $85,431 | $108,825-21.5% | $156,181-45.3% | $82,448+3.6% |
| Participation rate | 31.3% | 72.4%-41.1pp | 78.8%-47.6pp | 68.1%-36.8pp |
| Annual return | 22.31% | 20.59%+1.7pp | 64.87%-42.6pp | 41.64%-19.3pp |
| Employer contribution / active EE | $789 | $2,870-72.5% | $4,294-81.6% | $2,551-69.1% |
| Participant deferral / active EE | $4,227 | $4,577-7.7% | $6,132-31.1% | $4,139+2.1% |
| Admin fee / account holder | $1,006 | $9,341-89.2% | $14,586-93.1% | $7,234-86.1% |