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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 | $109,620-12.1% | $148,496-35.1% | $94,015+2.5% |
| Participation rate | 23.1% | 71.3%-48.2pp | 76.0%-53.0pp | 70.8%-47.7pp |
| Annual return | 18.29% | 17.54%+0.8pp | 12.33%+6.0pp | 17.84%+0.4pp |
| Employer contribution / active EE | $861 | $2,618-67.1% | $3,497-75.4% | $2,790-69.2% |
| Participant deferral / active EE | $2,554 | $3,831-33.3% | $4,808-46.9% | $4,249-39.9% |
| Admin fee / account holder | $5,391 | $10,050-46.4% | $19,547-72.4% | $8,951-39.8% |