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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 | $102,563 | $107,733-4.8% | $92,985+10.3% | $154,746-33.7% |
| Participation rate | 30.8% | 74.6%-43.8pp | 69.5%-38.7pp | 80.7%-49.9pp |
| Annual return | 15.95% | 30.39%-14.4pp | 27.99%-12.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $878 | $3,126-71.9% | $2,662-67.0% | $4,379-80.0% |
| Participant deferral / active EE | $3,269 | $5,053-35.3% | $4,377-25.3% | $6,730-51.4% |
| Admin fee / account holder | $9,550 | $11,369-16.0% | $9,463+0.9% | $14,365-33.5% |