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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 | $123,129 | $124,980-1.5% | $108,359+13.6% | $154,746-20.4% |
| Participation rate | 15.4% | 75.2%-59.8pp | 70.1%-54.7pp | 80.7%-65.3pp |
| Annual return | 20.19% | 45.00%-24.8pp | 36.89%-16.7pp | 172.34%-152.1pp |
| Employer contribution / active EE | $660 | $2,851-76.8% | $2,399-72.5% | $4,379-84.9% |
| Participant deferral / active EE | $2,202 | $4,743-53.6% | $4,137-46.8% | $6,730-67.3% |
| Admin fee / account holder | $503 | $11,502-95.6% | $9,741-94.8% | $14,365-96.5% |