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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 | $105,841 | $106,247-0.4% | $96,515+9.7% | $139,466-24.1% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 12.31% | 38.47%-26.2pp | 35.73%-23.4pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,059 | $4,106-74.2% | $3,740-71.7% | $4,754-77.7% |
| Participant deferral / active EE | $6,342 | $5,456+16.2% | $4,880+30.0% | $6,712-5.5% |
| Admin fee / account holder | $723 | $7,885-90.8% | $6,735-89.3% | $11,409-93.7% |