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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 | $86,456 | $81,487+6.1% | $102,412-15.6% | $80,935+6.8% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 11.96% | 25.60%-13.6pp | 24.94%-13.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $848 | $3,103-72.7% | $3,870-78.1% | $2,757-69.2% |
| Participant deferral / active EE | $3,698 | $3,871-4.5% | $5,060-26.9% | $4,299-14.0% |
| Admin fee / account holder | $2,428 | $6,717-63.8% | $8,388-71.0% | $6,924-64.9% |