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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 | $85,753 | $106,749-19.7% | $145,433-41.0% | $82,448+4.0% |
| Participation rate | 33.3% | 75.6%-42.3pp | 82.1%-48.8pp | 68.1%-34.7pp |
| Annual return | 17.55% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,773 | $3,444-48.5% | $4,554-61.1% | $2,551-30.5% |
| Participant deferral / active EE | $3,741 | $6,519-42.6% | $7,897-52.6% | $4,139-9.6% |
| Admin fee / account holder | $2,356 | $8,390-71.9% | $13,129-82.1% | $7,234-67.4% |