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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 | $114,712-6.8% | $173,730-38.5% | $87,485+22.2% |
| Participation rate | 59.5% | 73.0%-13.5pp | 79.6%-20.1pp | 68.9%-9.5pp |
| Annual return | 16.87% | 20.18%-3.3pp | 19.96%-3.1pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,288 | $2,904-55.7% | $4,577-71.9% | $2,596-50.4% |
| Participant deferral / active EE | $2,459 | $4,642-47.0% | $6,326-61.1% | $4,274-42.5% |
| Admin fee / account holder | $3,393 | $10,210-66.8% | $17,523-80.6% | $7,775-56.4% |