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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 | $100,194+6.5% | $122,979-13.2% | $86,983+22.7% |
| Participation rate | 55.1% | 73.0%-17.8pp | 77.2%-22.1pp | 69.5%-14.4pp |
| Annual return | 15.36% | 16.47%-1.1pp | 20.12%-4.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $873 | $2,326-62.5% | $3,062-71.5% | $2,584-66.2% |
| Participant deferral / active EE | $2,861 | $4,133-30.8% | $5,003-42.8% | $4,194-31.8% |
| Admin fee / account holder | $3,211 | $10,148-68.4% | $12,864-75.0% | $7,856-59.1% |