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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 | $97,293 | $108,825-10.6% | $156,181-37.7% | $82,448+18.0% |
| Participation rate | 41.1% | 72.4%-31.3pp | 78.8%-37.8pp | 68.1%-27.0pp |
| Annual return | 14.05% | 20.59%-6.5pp | 64.87%-50.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,014 | $2,870-64.7% | $4,294-76.4% | $2,551-60.3% |
| Participant deferral / active EE | $2,013 | $4,577-56.0% | $6,132-67.2% | $4,139-51.4% |
| Admin fee / account holder | $7,491 | $9,341-19.8% | $14,586-48.6% | $7,234+3.6% |