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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 | $95,404+11.9% | $113,397-5.9% | $82,637+29.2% |
| Participation rate | 55.1% | 72.8%-17.7pp | 76.5%-21.4pp | 68.1%-12.9pp |
| Annual return | 15.36% | 19.08%-3.7pp | 23.20%-7.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $873 | $2,307-62.2% | $2,977-70.7% | $2,552-65.8% |
| Participant deferral / active EE | $2,861 | $4,220-32.2% | $5,076-43.6% | $4,126-30.7% |
| Admin fee / account holder | $3,211 | $9,168-65.0% | $11,957-73.1% | $7,339-56.2% |