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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 | $97,440 | $106,864-8.8% | $147,318-33.9% | $82,637+17.9% |
| Participation rate | 55.6% | 75.5%-19.9pp | 82.1%-26.5pp | 68.1%-12.5pp |
| Annual return | 15.73% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,343 | $3,417-60.7% | $4,593-70.8% | $2,552-47.4% |
| Participant deferral / active EE | $2,810 | $6,496-56.7% | $7,906-64.5% | $4,126-31.9% |
| Admin fee / account holder | $9,279 | $8,415+10.3% | $13,708-32.3% | $7,339+26.4% |