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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 | $88,382 | $123,478-28.4% | $216,567-59.2% | $94,015-6.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 81.6%-31.6pp | 70.8%-20.8pp |
| Annual return | 11.21% | 23.61%-12.4pp | 12.94%-1.7pp | 17.84%-6.6pp |
| Employer contribution / active EE | $1,430 | $3,136-54.4% | $5,216-72.6% | $2,790-48.7% |
| Participant deferral / active EE | $2,634 | $4,556-42.2% | $6,191-57.5% | $4,249-38.0% |
| Admin fee / account holder | $9,096 | $12,753-28.7% | $21,981-58.6% | $8,951+1.6% |