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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 | $113,135 | $114,712-1.4% | $173,730-34.9% | $87,485+29.3% |
| Participation rate | 67.7% | 73.0%-5.3pp | 79.6%-11.8pp | 68.9%-1.2pp |
| Annual return | 13.04% | 20.18%-7.1pp | 19.96%-6.9pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,053 | $2,904-63.7% | $4,577-77.0% | $2,596-59.4% |
| Participant deferral / active EE | $3,103 | $4,642-33.2% | $6,326-51.0% | $4,274-27.4% |
| Admin fee / account holder | $3,151 | $10,210-69.1% | $17,523-82.0% | $7,775-59.5% |