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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 | $106,737 | $95,453+11.8% | $112,040-4.7% | $82,448+29.5% |
| Participation rate | 55.1% | 72.8%-17.6pp | 76.5%-21.4pp | 68.1%-12.9pp |
| Annual return | 15.36% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $873 | $2,318-62.4% | $2,954-70.5% | $2,551-65.8% |
| Participant deferral / active EE | $2,861 | $4,224-32.3% | $5,098-43.9% | $4,139-30.9% |
| Admin fee / account holder | $3,211 | $9,013-64.4% | $12,098-73.5% | $7,234-55.6% |