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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 | $89,562 | $99,633-10.1% | $183,328-51.1% | $82,448+8.6% |
| Participation rate | 47.1% | 70.8%-23.6pp | 77.3%-30.2pp | 68.1%-20.9pp |
| Annual return | 17.07% | 17.84%-0.8pp | 29.67%-12.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,855 | $3,256-43.0% | $5,055-63.3% | $2,551-27.3% |
| Participant deferral / active EE | $3,516 | $4,938-28.8% | $6,795-48.3% | $4,139-15.1% |
| Admin fee / account holder | $3,428 | $9,934-65.5% | $21,427-84.0% | $7,234-52.6% |