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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 | $108,934 | $104,251+4.5% | $91,004+19.7% | $147,586-26.2% |
| Participation rate | 26.1% | 78.2%-52.2pp | 75.6%-49.5pp | 82.8%-56.7pp |
| Annual return | 17.36% | 27.06%-9.7pp | 4.60%+12.8pp | 578.59%-561.2pp |
| Employer contribution / active EE | $689 | $3,116-77.9% | $2,456-71.9% | $4,876-85.9% |
| Participant deferral / active EE | $1,584 | $4,195-62.2% | $3,548-55.3% | $5,439-70.9% |
| Admin fee / account holder | $3,960 | $8,948-55.7% | $5,417-26.9% | $10,886-63.6% |