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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 | $100,162 | $110,137-9.1% | $161,149-37.8% | $82,637+21.2% |
| Participation rate | 41.9% | 72.4%-30.5pp | 78.8%-37.0pp | 68.1%-26.2pp |
| Annual return | 17.07% | 20.69%-3.6pp | 21.16%-4.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,144 | $2,856-59.9% | $4,360-73.8% | $2,552-55.2% |
| Participant deferral / active EE | $3,687 | $4,575-19.4% | $6,153-40.1% | $4,126-10.6% |
| Admin fee / account holder | $867 | $9,467-90.8% | $15,194-94.3% | $7,339-88.2% |