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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 | $112,712 | $106,524+5.8% | $152,301-26.0% | $87,485+28.8% |
| Participation rate | 53.3% | 75.8%-22.4pp | 82.4%-29.1pp | 68.9%-15.6pp |
| Annual return | 18.42% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,407 | $3,371-58.3% | $4,624-69.6% | $2,596-45.8% |
| Participant deferral / active EE | $3,074 | $6,525-52.9% | $8,004-61.6% | $4,274-28.1% |
| Admin fee / account holder | $1,754 | $8,287-78.8% | $14,398-87.8% | $7,775-77.4% |