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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 | $107,164 | $105,623+1.5% | $87,502+22.5% | $273,972-60.9% |
| Participation rate | 53.8% | 78.2%-24.3pp | 73.8%-20.0pp | 83.0%-29.2pp |
| Annual return | 8.32% | 12.26%-3.9pp | 12.21%-3.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $214 | $3,141-93.2% | $2,550-91.6% | $4,869-95.6% |
| Participant deferral / active EE | $2,690 | $3,601-25.3% | $3,149-14.6% | $5,287-49.1% |
| Admin fee / account holder | $2,024 | $4,781-57.7% | $4,221-52.0% | $10,133-80.0% |