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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 | $83,661 | $81,504+2.6% | $102,437-18.3% | $80,959+3.3% |
| Participation rate | 37.1% | 66.9%-29.7pp | 74.5%-37.4pp | 67.7%-30.5pp |
| Annual return | 15.93% | 25.60%-9.7pp | 24.95%-9.0pp | 35.67%-19.7pp |
| Employer contribution / active EE | $933 | $3,104-70.0% | $3,871-75.9% | $2,757-66.2% |
| Participant deferral / active EE | $1,913 | $3,871-50.6% | $5,060-62.2% | $4,300-55.5% |
| Admin fee / account holder | $15,377 | $6,719+128.8% | $8,388+83.3% | $6,925+122.0% |