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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 | $93,796 | $109,359-14.2% | $162,171-42.2% | $72,983+28.5% |
| Participation rate | 66.0% | 84.3%-18.3pp | 87.6%-21.6pp | 69.5%-3.5pp |
| Annual return | 18.75% | 25.46%-6.7pp | 115.60%-96.8pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,841 | $3,907-52.9% | $5,613-67.2% | $2,440-24.5% |
| Participant deferral / active EE | $3,670 | $5,481-33.0% | $7,297-49.7% | $3,608+1.7% |
| Admin fee / account holder | $4,770 | $7,972-40.2% | $10,843-56.0% | $5,124-6.9% |