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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 | $91,806 | $99,875-8.1% | $146,866-37.5% | $86,983+5.5% |
| Participation rate | 44.4% | 75.8%-31.4pp | 82.5%-38.1pp | 69.5%-25.1pp |
| Annual return | 15.19% | 28.10%-12.9pp | 102.85%-87.7pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,330 | $3,224-58.8% | $4,425-69.9% | $2,584-48.5% |
| Participant deferral / active EE | $2,429 | $6,322-61.6% | $7,759-68.7% | $4,194-42.1% |
| Admin fee / account holder | $5,322 | $7,838-32.1% | $13,620-60.9% | $7,856-32.3% |