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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 | $112,303 | $124,980-10.1% | $108,359+3.6% | $154,746-27.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 17.19% | 45.00%-27.8pp | 36.89%-19.7pp | 172.34%-155.2pp |
| Employer contribution / active EE | $941 | $2,851-67.0% | $2,399-60.8% | $4,379-78.5% |
| Participant deferral / active EE | $4,840 | $4,743+2.0% | $4,137+17.0% | $6,730-28.1% |
| Admin fee / account holder | $1,659 | $11,502-85.6% | $9,741-83.0% | $14,365-88.5% |