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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 | $102,136 | $100,970+1.2% | $96,576+5.8% | $137,256-25.6% |
| Participation rate | 44.4% | 82.6%-38.2pp | 81.4%-37.0pp | 80.0%-35.5pp |
| Annual return | 14.53% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,095 | $3,809-71.3% | $3,553-69.2% | $4,156-73.7% |
| Participant deferral / active EE | $3,077 | $8,286-62.9% | $7,956-61.3% | $6,407-52.0% |
| Admin fee / account holder | $1,020 | $11,312-91.0% | $11,381-91.0% | $12,270-91.7% |