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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 | $111,771 | $97,550+14.6% | $120,344-7.1% | $87,485+27.8% |
| Participation rate | 59.3% | 72.8%-13.6pp | 76.7%-17.5pp | 68.9%-9.7pp |
| Annual return | 14.78% | 18.41%-3.6pp | 20.30%-5.5pp | 26.06%-11.3pp |
| Employer contribution / active EE | $757 | $2,291-66.9% | $3,020-74.9% | $2,596-70.8% |
| Participant deferral / active EE | $3,767 | $4,230-10.9% | $5,135-26.6% | $4,274-11.8% |
| Admin fee / account holder | $3,454 | $9,543-63.8% | $12,742-72.9% | $7,775-55.6% |