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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 | $104,098-0.4% | $140,514-26.2% | $94,015+10.3% |
| Participation rate | 48.4% | 73.7%-25.3pp | 77.8%-29.4pp | 70.8%-22.4pp |
| Annual return | 14.21% | 15.14%-0.9pp | 14.36%-0.1pp | 17.84%-3.6pp |
| Employer contribution / active EE | $688 | $2,388-71.2% | $3,378-79.6% | $2,790-75.3% |
| Participant deferral / active EE | $3,311 | $4,033-17.9% | $4,919-32.7% | $4,249-22.1% |
| Admin fee / account holder | $17,953 | $10,439+72.0% | $13,697+31.1% | $8,951+100.6% |