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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 | $87,534 | $81,403+7.5% | $147,027-40.5% | $87,485+0.1% |
| Participation rate | 46.4% | 63.4%-17.0pp | 73.7%-27.3pp | 68.9%-22.5pp |
| Annual return | 14.12% | 16.51%-2.4pp | 20.23%-6.1pp | 26.06%-11.9pp |
| Employer contribution / active EE | $536 | $2,205-75.7% | $3,626-85.2% | $2,596-79.4% |
| Participant deferral / active EE | $2,659 | $3,315-19.8% | $4,933-46.1% | $4,274-37.8% |
| Admin fee / account holder | $3,134 | $6,755-53.6% | $12,223-74.4% | $7,775-59.7% |