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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 | $98,804 | $104,098-5.1% | $140,514-29.7% | $94,015+5.1% |
| Participation rate | 60.5% | 73.7%-13.2pp | 77.8%-17.3pp | 70.8%-10.4pp |
| Annual return | 19.54% | 15.14%+4.4pp | 14.36%+5.2pp | 17.84%+1.7pp |
| Employer contribution / active EE | $1,327 | $2,388-44.5% | $3,378-60.7% | $2,790-52.5% |
| Participant deferral / active EE | $2,878 | $4,033-28.6% | $4,919-41.5% | $4,249-32.3% |
| Admin fee / account holder | $6,048 | $10,439-42.1% | $13,697-55.8% | $8,951-32.4% |