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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 | $83,243 | $95,084-12.5% | $140,514-40.8% | $69,733+19.4% |
| Participation rate | 33.8% | 68.7%-34.9pp | 77.8%-44.0pp | 62.5%-28.6pp |
| Annual return | 14.72% | 18.56%-3.8pp | 14.36%+0.4pp | 15.22%-0.5pp |
| Employer contribution / active EE | $2,026 | $2,405-15.8% | $3,378-40.0% | $2,250-10.0% |
| Participant deferral / active EE | $3,152 | $3,868-18.5% | $4,919-35.9% | $3,054+3.2% |
| Admin fee / account holder | $15,146 | $4,885+210.1% | $13,697+10.6% | $3,102+388.3% |