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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 | $108,825+3.1% | $156,181-28.2% | $82,448+36.1% |
| Participation rate | 56.1% | 72.4%-16.2pp | 78.8%-22.7pp | 68.1%-11.9pp |
| Annual return | 14.66% | 20.59%-5.9pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $882 | $2,870-69.2% | $4,294-79.4% | $2,551-65.4% |
| Participant deferral / active EE | $2,775 | $4,577-39.4% | $6,132-54.8% | $4,139-33.0% |
| Admin fee / account holder | $10,936 | $9,341+17.1% | $14,586-25.0% | $7,234+51.2% |