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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 | $96,168 | $81,504+18.0% | $102,437-6.1% | $80,959+18.8% |
| Participation rate | 37.1% | 66.9%-29.7pp | 74.5%-37.4pp | 67.7%-30.5pp |
| Annual return | 14.69% | 25.60%-10.9pp | 24.95%-10.3pp | 35.67%-21.0pp |
| Employer contribution / active EE | $960 | $3,104-69.1% | $3,871-75.2% | $2,757-65.2% |
| Participant deferral / active EE | $3,183 | $3,871-17.8% | $5,060-37.1% | $4,300-26.0% |
| Admin fee / account holder | $5,485 | $6,719-18.4% | $8,388-34.6% | $6,925-20.8% |