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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 | $100,683 | $100,970-0.3% | $96,576+4.3% | $137,256-26.6% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 13.89% | 38.16%-24.3pp | 38.47%-24.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,066 | $3,809-45.8% | $3,553-41.8% | $4,156-50.3% |
| Participant deferral / active EE | $3,146 | $8,286-62.0% | $7,956-60.5% | $6,407-50.9% |
| Admin fee / account holder | $962 | $11,312-91.5% | $11,381-91.5% | $12,270-92.2% |