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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 | $102,399 | $112,729-9.2% | $98,716+3.7% | $137,256-25.4% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 12.89% | 38.48%-25.6pp | 31.81%-18.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,827 | $2,725-33.0% | $2,279-19.8% | $4,156-56.0% |
| Participant deferral / active EE | $6,498 | $4,640+40.0% | $4,048+60.5% | $6,407+1.4% |
| Admin fee / account holder | $1,055 | $10,129-89.6% | $8,703-87.9% | $12,270-91.4% |