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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 | $149,446-32.6% | $256,809-60.8% | $94,015+7.2% |
| Participation rate | 48.9% | 85.3%-36.4pp | 88.5%-39.6pp | 70.8%-21.9pp |
| Annual return | 15.89% | 17.55%-1.7pp | 32.73%-16.8pp | 17.84%-2.0pp |
| Employer contribution / active EE | $1,835 | $4,596-60.1% | $7,263-74.7% | $2,790-34.2% |
| Participant deferral / active EE | $3,793 | $6,491-41.6% | $9,520-60.2% | $4,249-10.7% |
| Admin fee / account holder | $13,647 | $24,035-43.2% | $25,146-45.7% | $8,951+52.5% |