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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 | $111,240 | $106,524+4.4% | $152,301-27.0% | $87,485+27.2% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.4%-20.9pp | 68.9%-7.4pp |
| Annual return | 15.75% | 26.89%-11.1pp | 80.50%-64.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,074 | $3,371-38.5% | $4,624-55.2% | $2,596-20.1% |
| Participant deferral / active EE | $3,944 | $6,525-39.6% | $8,004-50.7% | $4,274-7.7% |
| Admin fee / account holder | $844 | $8,287-89.8% | $14,398-94.1% | $7,775-89.1% |