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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 | $83,291 | $106,749-22.0% | $145,433-42.7% | $82,448+1.0% |
| Participation rate | 56.6% | 75.6%-19.0pp | 82.1%-25.5pp | 68.1%-11.5pp |
| Annual return | 17.14% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,962 | $3,444-43.0% | $4,554-56.9% | $2,551-23.1% |
| Participant deferral / active EE | $3,455 | $6,519-47.0% | $7,897-56.3% | $4,139-16.5% |
| Admin fee / account holder | $1,376 | $8,390-83.6% | $13,129-89.5% | $7,234-81.0% |