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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 | $134,357 | $104,098+29.1% | $140,514-4.4% | $94,015+42.9% |
| Participation rate | 46.7% | 73.7%-27.0pp | 77.8%-31.1pp | 70.8%-24.2pp |
| Annual return | 11.04% | 15.14%-4.1pp | 14.36%-3.3pp | 17.84%-6.8pp |
| Employer contribution / active EE | $703 | $2,388-70.6% | $3,378-79.2% | $2,790-74.8% |
| Participant deferral / active EE | $2,569 | $4,033-36.3% | $4,919-47.8% | $4,249-39.6% |
| Admin fee / account holder | $456 | $10,439-95.6% | $13,697-96.7% | $8,951-94.9% |