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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 | $116,846 | $105,623+10.6% | $87,502+33.5% | $273,972-57.4% |
| Participation rate | 40.0% | 78.2%-38.2pp | 73.8%-33.8pp | 83.0%-43.0pp |
| Annual return | 5.64% | 12.26%-6.6pp | 12.21%-6.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $793 | $3,141-74.7% | $2,550-68.9% | $4,869-83.7% |
| Participant deferral / active EE | $2,226 | $3,601-38.2% | $3,149-29.3% | $5,287-57.9% |
| Admin fee / account holder | $10,514 | $4,781+119.9% | $4,221+149.1% | $10,133+3.8% |