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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 | $106,893 | $108,825-1.8% | $156,181-31.6% | $82,448+29.6% |
| Participation rate | 59.5% | 72.4%-12.9pp | 78.8%-19.4pp | 68.1%-8.6pp |
| Annual return | 16.87% | 20.59%-3.7pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,288 | $2,870-55.1% | $4,294-70.0% | $2,551-49.5% |
| Participant deferral / active EE | $2,459 | $4,577-46.3% | $6,132-59.9% | $4,139-40.6% |
| Admin fee / account holder | $3,393 | $9,341-63.7% | $14,586-76.7% | $7,234-53.1% |