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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 | $118,093 | $124,425-5.1% | $112,040+5.4% | $137,256-14.0% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 14.21% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,133 | $3,411-66.8% | $2,954-61.6% | $4,156-72.7% |
| Participant deferral / active EE | $2,389 | $5,718-58.2% | $5,098-53.1% | $6,407-62.7% |
| Admin fee / account holder | $834 | $15,207-94.5% | $12,098-93.1% | $12,270-93.2% |