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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 | $88,868 | $106,524-16.6% | $152,301-41.6% | $87,485+1.6% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.4%-20.9pp | 68.9%-7.4pp |
| Annual return | 15.00% | 26.89%-11.9pp | 80.50%-65.5pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,744 | $3,371-48.3% | $4,624-62.3% | $2,596-32.8% |
| Participant deferral / active EE | $4,619 | $6,525-29.2% | $8,004-42.3% | $4,274+8.1% |
| Admin fee / account holder | $707 | $8,287-91.5% | $14,398-95.1% | $7,775-90.9% |