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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 | $98,645 | $93,692+5.3% | $116,538-15.4% | $86,983+13.4% |
| Participation rate | 37.9% | 79.6%-41.7pp | 82.6%-44.7pp | 69.5%-31.6pp |
| Annual return | 13.05% | 26.00%-12.9pp | 17.97%-4.9pp | 25.83%-12.8pp |
| Employer contribution / active EE | $2,031 | $3,831-47.0% | $4,541-55.3% | $2,584-21.4% |
| Participant deferral / active EE | $0 | $5,612-100.0% | $6,207-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,056 | $7,586-59.7% | $8,737-65.0% | $7,856-61.1% |