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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 | $100,194+0.6% | $122,979-18.0% | $86,983+15.9% |
| Participation rate | 52.9% | 73.0%-20.0pp | 77.2%-24.2pp | 69.5%-16.6pp |
| Annual return | 13.63% | 16.47%-2.8pp | 20.12%-6.5pp | 25.83%-12.2pp |
| Employer contribution / active EE | $1,959 | $2,326-15.8% | $3,062-36.0% | $2,584-24.2% |
| Participant deferral / active EE | $3,719 | $4,133-10.0% | $5,003-25.7% | $4,194-11.3% |
| Admin fee / account holder | $1,659 | $10,148-83.7% | $12,864-87.1% | $7,856-78.9% |