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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 | $93,737 | $107,733-13.0% | $92,985+0.8% | $154,746-39.4% |
| Participation rate | 44.4% | 74.6%-30.1pp | 69.5%-25.0pp | 80.7%-36.3pp |
| Annual return | 13.10% | 30.39%-17.3pp | 27.99%-14.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $846 | $3,126-72.9% | $2,662-68.2% | $4,379-80.7% |
| Participant deferral / active EE | $1,340 | $5,053-73.5% | $4,377-69.4% | $6,730-80.1% |
| Admin fee / account holder | $1,635 | $11,369-85.6% | $9,463-82.7% | $14,365-88.6% |