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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 | $142,972-29.5% | $214,702-53.1% | $86,983+15.8% |
| Participation rate | 48.9% | 84.9%-35.9pp | 87.5%-38.5pp | 69.5%-20.6pp |
| Annual return | 15.89% | 18.49%-2.6pp | 54.55%-38.7pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,835 | $4,635-60.4% | $6,461-71.6% | $2,584-29.0% |
| Participant deferral / active EE | $3,793 | $6,568-42.3% | $9,147-58.5% | $4,194-9.6% |
| Admin fee / account holder | $13,647 | $17,617-22.5% | $19,830-31.2% | $7,856+73.7% |