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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 | $92,389 | $97,550-5.3% | $120,344-23.2% | $87,485+5.6% |
| Participation rate | 49.1% | 72.8%-23.7pp | 76.7%-27.6pp | 68.9%-19.8pp |
| Annual return | 18.06% | 18.41%-0.4pp | 20.30%-2.2pp | 26.06%-8.0pp |
| Employer contribution / active EE | $1,598 | $2,291-30.2% | $3,020-47.1% | $2,596-38.4% |
| Participant deferral / active EE | $3,092 | $4,230-26.9% | $5,135-39.8% | $4,274-27.6% |
| Admin fee / account holder | $2,047 | $9,543-78.5% | $12,742-83.9% | $7,775-73.7% |