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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 | $100,293 | $114,712-12.6% | $173,730-42.3% | $87,485+14.6% |
| Participation rate | 42.6% | 73.0%-30.4pp | 79.6%-36.9pp | 68.9%-26.3pp |
| Annual return | 17.87% | 20.18%-2.3pp | 19.96%-2.1pp | 26.06%-8.2pp |
| Employer contribution / active EE | $867 | $2,904-70.1% | $4,577-81.1% | $2,596-66.6% |
| Participant deferral / active EE | $2,474 | $4,642-46.7% | $6,326-60.9% | $4,274-42.1% |
| Admin fee / account holder | $755 | $10,210-92.6% | $17,523-95.7% | $7,775-90.3% |