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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 | $97,147 | $95,453+1.8% | $112,040-13.3% | $82,448+17.8% |
| Participation rate | 41.5% | 72.8%-31.2pp | 76.5%-35.0pp | 68.1%-26.6pp |
| Annual return | 15.83% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,155 | $2,318-50.2% | $2,954-60.9% | $2,551-54.7% |
| Participant deferral / active EE | $3,785 | $4,224-10.4% | $5,098-25.7% | $4,139-8.5% |
| Admin fee / account holder | $1,943 | $9,013-78.4% | $12,098-83.9% | $7,234-73.1% |