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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 | $115,425 | $126,636-8.9% | $312,151-63.0% | $116,462-0.9% |
| Participation rate | 65.4% | 82.6%-17.2pp | 89.1%-23.7pp | 74.7%-9.3pp |
| Annual return | 12.37% | 15.31%-2.9pp | 1.82%+10.6pp | 15.65%-3.3pp |
| Employer contribution / active EE | $1,538 | $3,444-55.3% | $8,031-80.8% | $3,231-52.4% |
| Participant deferral / active EE | $2,830 | $4,369-35.2% | $5,370-47.3% | $3,836-26.2% |
| Admin fee / account holder | $818 | $16,098-94.9% | $51,799-98.4% | $12,754-93.6% |