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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 | $85,167 | $106,864-20.3% | $147,318-42.2% | $82,637+3.1% |
| Participation rate | 38.2% | 75.5%-37.3pp | 82.1%-43.8pp | 68.1%-29.8pp |
| Annual return | 17.30% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,790 | $3,417-47.6% | $4,593-61.0% | $2,552-29.8% |
| Participant deferral / active EE | $3,511 | $6,496-45.9% | $7,906-55.6% | $4,126-14.9% |
| Admin fee / account holder | $10,561 | $8,415+25.5% | $13,708-23.0% | $7,339+43.9% |