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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 | $115,713 | $109,620+5.6% | $148,496-22.1% | $94,015+23.1% |
| Participation rate | 30.5% | 71.3%-40.7pp | 76.0%-45.5pp | 70.8%-40.3pp |
| Annual return | 14.34% | 17.54%-3.2pp | 12.33%+2.0pp | 17.84%-3.5pp |
| Employer contribution / active EE | $1,363 | $2,618-47.9% | $3,497-61.0% | $2,790-51.1% |
| Participant deferral / active EE | $2,180 | $3,831-43.1% | $4,808-54.7% | $4,249-48.7% |
| Admin fee / account holder | $1,486 | $10,050-85.2% | $19,547-92.4% | $8,951-83.4% |