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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 | $100,738 | $143,969-30.0% | $199,883-49.6% | $82,637+21.9% |
| Participation rate | 48.9% | 84.1%-35.2pp | 86.8%-37.8pp | 68.1%-19.1pp |
| Annual return | 15.89% | 25.67%-9.8pp | 43.81%-27.9pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,835 | $4,632-60.4% | $6,261-70.7% | $2,552-28.1% |
| Participant deferral / active EE | $3,793 | $6,937-45.3% | $9,138-58.5% | $4,126-8.1% |
| Admin fee / account holder | $13,647 | $14,597-6.5% | $17,268-21.0% | $7,339+86.0% |