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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 | $95,457 | $138,393-31.0% | $184,256-48.2% | $80,959+17.9% |
| Participation rate | 39.4% | 83.9%-44.5pp | 86.8%-47.5pp | 67.7%-28.3pp |
| Annual return | 20.84% | 20.01%+0.8pp | 28.85%-8.0pp | 35.67%-14.8pp |
| Employer contribution / active EE | $1,718 | $4,847-64.6% | $6,427-73.3% | $2,757-37.7% |
| Participant deferral / active EE | $3,662 | $7,076-48.3% | $9,133-59.9% | $4,300-14.8% |
| Admin fee / account holder | $15,083 | $10,489+43.8% | $13,899+8.5% | $6,925+117.8% |