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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 | $102,196 | $109,782-6.9% | $260,467-60.8% | $94,015+8.7% |
| Participation rate | 16.4% | 67.2%-50.8pp | 80.5%-64.1pp | 70.8%-54.5pp |
| Annual return | 11.67% | 18.60%-6.9pp | 100.60%-88.9pp | 17.84%-6.2pp |
| Employer contribution / active EE | $603 | $2,147-71.9% | $4,239-85.8% | $2,790-78.4% |
| Participant deferral / active EE | $2,014 | $4,044-50.2% | $6,319-68.1% | $4,249-52.6% |
| Admin fee / account holder | $8,526 | $11,958-28.7% | $15,461-44.9% | $8,951-4.7% |