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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 | $104,160 | $112,729-7.6% | $98,716+5.5% | $137,256-24.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 18.16% | 38.48%-20.3pp | 31.81%-13.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $773 | $2,725-71.6% | $2,279-66.1% | $4,156-81.4% |
| Participant deferral / active EE | $2,172 | $4,640-53.2% | $4,048-46.3% | $6,407-66.1% |
| Admin fee / account holder | $699 | $10,129-93.1% | $8,703-92.0% | $12,270-94.3% |