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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 | $123,478-8.4% | $216,567-47.8% | $94,015+20.3% |
| Participation rate | 67.7% | 75.1%-7.4pp | 81.6%-13.9pp | 70.8%-3.1pp |
| Annual return | 13.04% | 23.61%-10.6pp | 12.94%+0.1pp | 17.84%-4.8pp |
| Employer contribution / active EE | $1,053 | $3,136-66.4% | $5,216-79.8% | $2,790-62.3% |
| Participant deferral / active EE | $3,103 | $4,556-31.9% | $6,191-49.9% | $4,249-27.0% |
| Admin fee / account holder | $3,151 | $12,753-75.3% | $21,981-85.7% | $8,951-64.8% |