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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 | $92,468 | $108,825-15.0% | $156,181-40.8% | $82,448+12.2% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 17.76% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,272 | $2,870-55.7% | $4,294-70.4% | $2,551-50.1% |
| Participant deferral / active EE | $4,269 | $4,577-6.7% | $6,132-30.4% | $4,139+3.1% |
| Admin fee / account holder | $1,390 | $9,341-85.1% | $14,586-90.5% | $7,234-80.8% |