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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 | $106,203 | $106,749-0.5% | $145,433-27.0% | $82,448+28.8% |
| Participation rate | 58.1% | 75.6%-17.5pp | 82.1%-24.0pp | 68.1%-9.9pp |
| Annual return | 17.57% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,072 | $3,444-39.8% | $4,554-54.5% | $2,551-18.8% |
| Participant deferral / active EE | $4,063 | $6,519-37.7% | $7,897-48.6% | $4,139-1.9% |
| Admin fee / account holder | $435 | $8,390-94.8% | $13,129-96.7% | $7,234-94.0% |