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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 | $96,389 | $97,648-1.3% | $121,663-20.8% | $87,485+10.2% |
| Participation rate | 23.1% | 70.5%-47.4pp | 74.5%-51.4pp | 68.9%-45.9pp |
| Annual return | 18.29% | 18.03%+0.3pp | 147.54%-129.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $861 | $2,300-62.6% | $3,020-71.5% | $2,596-66.9% |
| Participant deferral / active EE | $2,554 | $3,923-34.9% | $4,887-47.7% | $4,274-40.2% |
| Admin fee / account holder | $5,391 | $11,100-51.4% | $14,289-62.3% | $7,775-30.7% |