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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 | $107,503 | $95,453+12.6% | $112,040-4.0% | $82,448+30.4% |
| Participation rate | 48.6% | 72.8%-24.1pp | 76.5%-27.8pp | 68.1%-19.4pp |
| Annual return | 13.72% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,359 | $2,318-41.3% | $2,954-54.0% | $2,551-46.7% |
| Participant deferral / active EE | $3,799 | $4,224-10.0% | $5,098-25.5% | $4,139-8.2% |
| Admin fee / account holder | $488 | $9,013-94.6% | $12,098-96.0% | $7,234-93.3% |