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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 | $106,524+1.0% | $152,301-29.4% | $87,485+23.0% |
| Participation rate | 13.6% | 75.8%-62.1pp | 82.4%-68.8pp | 68.9%-55.3pp |
| Annual return | 18.50% | 26.89%-8.4pp | 80.50%-62.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,365 | $3,371-59.5% | $4,624-70.5% | $2,596-47.4% |
| Participant deferral / active EE | $2,645 | $6,525-59.5% | $8,004-67.0% | $4,274-38.1% |
| Admin fee / account holder | $6,753 | $8,287-18.5% | $14,398-53.1% | $7,775-13.1% |