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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 | $107,571 | $106,749+0.8% | $145,433-26.0% | $82,448+30.5% |
| Participation rate | 13.6% | 75.6%-62.0pp | 82.1%-68.5pp | 68.1%-54.4pp |
| Annual return | 18.50% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,365 | $3,444-60.4% | $4,554-70.0% | $2,551-46.5% |
| Participant deferral / active EE | $2,645 | $6,519-59.4% | $7,897-66.5% | $4,139-36.1% |
| Admin fee / account holder | $6,753 | $8,390-19.5% | $13,129-48.6% | $7,234-6.7% |