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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 | $102,770 | $106,524-3.5% | $152,301-32.5% | $87,485+17.5% |
| Participation rate | 43.4% | 75.8%-32.3pp | 82.4%-39.0pp | 68.9%-25.5pp |
| Annual return | 16.26% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $582 | $3,371-82.7% | $4,624-87.4% | $2,596-77.6% |
| Participant deferral / active EE | $3,421 | $6,525-47.6% | $8,004-57.3% | $4,274-19.9% |
| Admin fee / account holder | $2,012 | $8,287-75.7% | $14,398-86.0% | $7,775-74.1% |