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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 | $110,026 | $115,814-5.0% | $105,223+4.6% | - |
| Participation rate | 31.3% | 57.0%-25.7pp | 75.0%-43.7pp | - |
| Annual return | 14.96% | 16.00%-1.0pp | 180.65%-165.7pp | - |
| Employer contribution / active EE | $1,229 | $2,099-41.5% | $3,689-66.7% | - |
| Participant deferral / active EE | $3,449 | $3,710-7.0% | $5,072-32.0% | - |
| Admin fee / account holder | $13,085 | $7,174+82.4% | $8,859+47.7% | - |