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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 | $124,980-16.7% | $108,359-3.9% | $154,746-32.7% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 18.16% | 45.00%-26.8pp | 36.89%-18.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $773 | $2,851-72.9% | $2,399-67.8% | $4,379-82.4% |
| Participant deferral / active EE | $2,172 | $4,743-54.2% | $4,137-47.5% | $6,730-67.7% |
| Admin fee / account holder | $699 | $11,502-93.9% | $9,741-92.8% | $14,365-95.1% |