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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 | $108,812 | $100,194+8.6% | $122,979-11.5% | $86,983+25.1% |
| Participation rate | 63.3% | 73.0%-9.7pp | 77.2%-13.9pp | 69.5%-6.3pp |
| Annual return | 15.85% | 16.47%-0.6pp | 20.12%-4.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $1,343 | $2,326-42.3% | $3,062-56.2% | $2,584-48.0% |
| Participant deferral / active EE | $3,881 | $4,133-6.1% | $5,003-22.4% | $4,194-7.5% |
| Admin fee / account holder | $1,862 | $10,148-81.6% | $12,864-85.5% | $7,856-76.3% |