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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 | $100,788 | $97,550+3.3% | $120,344-16.2% | $87,485+15.2% |
| Participation rate | 52.9% | 72.8%-19.9pp | 76.7%-23.8pp | 68.9%-16.0pp |
| Annual return | 13.63% | 18.41%-4.8pp | 20.30%-6.7pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,959 | $2,291-14.5% | $3,020-35.1% | $2,596-24.6% |
| Participant deferral / active EE | $3,719 | $4,230-12.1% | $5,135-27.6% | $4,274-13.0% |
| Admin fee / account holder | $1,659 | $9,543-82.6% | $12,742-87.0% | $7,775-78.7% |