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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 | $110,279 | $110,137+0.1% | $161,149-31.6% | $82,637+33.4% |
| Participation rate | 45.5% | 72.4%-26.9pp | 78.8%-33.4pp | 68.1%-22.6pp |
| Annual return | 18.02% | 20.69%-2.7pp | 21.16%-3.1pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,507 | $2,856-47.2% | $4,360-65.4% | $2,552-41.0% |
| Participant deferral / active EE | $2,586 | $4,575-43.5% | $6,153-58.0% | $4,126-37.3% |
| Admin fee / account holder | $3,400 | $9,467-64.1% | $15,194-77.6% | $7,339-53.7% |