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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 | $103,882 | $95,404+8.9% | $113,397-8.4% | $82,637+25.7% |
| Participation rate | 50.9% | 72.8%-21.9pp | 76.5%-25.6pp | 68.1%-17.2pp |
| Annual return | 14.56% | 19.08%-4.5pp | 23.20%-8.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,605 | $2,307-30.4% | $2,977-46.1% | $2,552-37.1% |
| Participant deferral / active EE | $3,132 | $4,220-25.8% | $5,076-38.3% | $4,126-24.1% |
| Admin fee / account holder | $12,101 | $9,168+32.0% | $11,957+1.2% | $7,339+64.9% |