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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 | $111,287 | $103,164+7.9% | $90,259+23.3% | $154,746-28.1% |
| Participation rate | 52.2% | 76.1%-23.9pp | 70.7%-18.6pp | 80.7%-28.5pp |
| Annual return | 11.45% | 19.25%-7.8pp | 18.88%-7.4pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,237 | $2,532-51.2% | $2,291-46.0% | $4,379-71.8% |
| Participant deferral / active EE | $2,889 | $4,422-34.7% | $3,827-24.5% | $6,730-57.1% |
| Admin fee / account holder | $770 | $8,593-91.0% | $7,267-89.4% | $14,365-94.6% |