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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 | $112,193 | $114,712-2.2% | $173,730-35.4% | $87,485+28.2% |
| Participation rate | 56.1% | 73.0%-16.9pp | 79.6%-23.4pp | 68.9%-12.8pp |
| Annual return | 14.66% | 20.18%-5.5pp | 19.96%-5.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $882 | $2,904-69.6% | $4,577-80.7% | $2,596-66.0% |
| Participant deferral / active EE | $2,775 | $4,642-40.2% | $6,326-56.1% | $4,274-35.1% |
| Admin fee / account holder | $10,936 | $10,210+7.1% | $17,523-37.6% | $7,775+40.7% |