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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 | $85,753 | $74,535+15.1% | $100,712-14.9% | $82,637+3.8% |
| Participation rate | 48.0% | 61.2%-13.2pp | 69.3%-21.3pp | 68.1%-20.1pp |
| Annual return | 12.91% | 18.92%-6.0pp | 33.27%-20.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,006 | $1,503-33.0% | $2,313-56.5% | $2,552-60.6% |
| Participant deferral / active EE | $2,421 | $3,074-21.2% | $4,085-40.7% | $4,126-41.3% |
| Admin fee / account holder | $1,849 | $6,576-71.9% | $9,256-80.0% | $7,339-74.8% |