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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 | $96,273 | $108,825-11.5% | $156,181-38.4% | $82,448+16.8% |
| Participation rate | 59.2% | 72.4%-13.2pp | 78.8%-19.6pp | 68.1%-8.9pp |
| Annual return | 15.95% | 20.59%-4.6pp | 64.87%-48.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,884 | $2,870-34.3% | $4,294-56.1% | $2,551-26.1% |
| Participant deferral / active EE | $3,527 | $4,577-23.0% | $6,132-42.5% | $4,139-14.8% |
| Admin fee / account holder | $4,954 | $9,341-47.0% | $14,586-66.0% | $7,234-31.5% |