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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 | $81,901 | $81,403+0.6% | $147,027-44.3% | $87,485-6.4% |
| Participation rate | 42.5% | 63.4%-20.9pp | 73.7%-31.2pp | 68.9%-26.4pp |
| Annual return | 18.62% | 16.51%+2.1pp | 20.23%-1.6pp | 26.06%-7.4pp |
| Employer contribution / active EE | $878 | $2,205-60.2% | $3,626-75.8% | $2,596-66.2% |
| Participant deferral / active EE | $3,207 | $3,315-3.3% | $4,933-35.0% | $4,274-25.0% |
| Admin fee / account holder | $3,944 | $6,755-41.6% | $12,223-67.7% | $7,775-49.3% |