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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 | $93,521 | $95,453-2.0% | $112,040-16.5% | $82,448+13.4% |
| Participation rate | 37.9% | 72.8%-34.8pp | 76.5%-38.6pp | 68.1%-30.1pp |
| Annual return | 12.76% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,247 | $2,318-46.2% | $2,954-57.8% | $2,551-51.1% |
| Participant deferral / active EE | $2,903 | $4,224-31.3% | $5,098-43.1% | $4,139-29.9% |
| Admin fee / account holder | $6,998 | $9,013-22.4% | $12,098-42.2% | $7,234-3.3% |