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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 | $115,931-2.4% | $185,441-39.0% | $86,983+30.1% |
| Participation rate | 67.7% | 73.6%-5.9pp | 80.3%-12.5pp | 69.5%-1.8pp |
| Annual return | 13.04% | 21.47%-8.4pp | 20.16%-7.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $1,053 | $2,937-64.1% | $4,672-77.5% | $2,584-59.3% |
| Participant deferral / active EE | $3,103 | $4,551-31.8% | $6,152-49.6% | $4,194-26.0% |
| Admin fee / account holder | $3,151 | $10,687-70.5% | $17,890-82.4% | $7,856-59.9% |