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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 | $99,629 | $94,439+5.5% | $73,658+35.3% | $154,746-35.6% |
| Participation rate | 57.1% | 64.7%-7.5pp | 57.0%+0.1pp | 80.7%-23.6pp |
| Annual return | 11.32% | 28.25%-16.9pp | 29.72%-18.4pp | 172.34%-161.0pp |
| Employer contribution / active EE | $741 | $1,257-41.1% | $1,032-28.2% | $4,379-83.1% |
| Participant deferral / active EE | $3,111 | $2,527+23.1% | $2,062+50.9% | $6,730-53.8% |
| Admin fee / account holder | $921 | $3,843-76.0% | $3,357-72.6% | $14,365-93.6% |