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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 | $103,696 | $97,550+6.3% | $120,344-13.8% | $87,485+18.5% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.7%-28.3pp | 68.9%-20.5pp |
| Annual return | 14.21% | 18.41%-4.2pp | 20.30%-6.1pp | 26.06%-11.9pp |
| Employer contribution / active EE | $688 | $2,291-70.0% | $3,020-77.2% | $2,596-73.5% |
| Participant deferral / active EE | $3,311 | $4,230-21.7% | $5,135-35.5% | $4,274-22.5% |
| Admin fee / account holder | $17,953 | $9,543+88.1% | $12,742+40.9% | $7,775+130.9% |