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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 | $87,810 | $101,795-13.7% | $165,100-46.8% | $80,959+8.5% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.7%-34.3pp |
| Annual return | 16.87% | 16.73%+0.1pp | 70.21%-53.3pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,210 | $2,954-59.0% | $4,348-72.2% | $2,757-56.1% |
| Participant deferral / active EE | $2,180 | $4,476-51.3% | $6,035-63.9% | $4,300-49.3% |
| Admin fee / account holder | $11,421 | $8,221+38.9% | $12,696-10.0% | $6,925+64.9% |