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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 | $99,173 | $106,749-7.1% | $145,433-31.8% | $82,448+20.3% |
| Participation rate | 55.0% | 75.6%-20.6pp | 82.1%-27.1pp | 68.1%-13.1pp |
| Annual return | 18.84% | 27.59%-8.8pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,233 | $3,444-64.2% | $4,554-72.9% | $2,551-51.7% |
| Participant deferral / active EE | $5,099 | $6,519-21.8% | $7,897-35.4% | $4,139+23.2% |
| Admin fee / account holder | $6,513 | $8,390-22.4% | $13,129-50.4% | $7,234-10.0% |