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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 | $103,152 | $94,439+9.2% | $73,658+40.0% | $154,746-33.3% |
| Participation rate | 20.0% | 64.7%-44.7pp | 57.0%-37.0pp | 80.7%-60.7pp |
| Annual return | 11.77% | 28.25%-16.5pp | 29.72%-18.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $699 | $1,257-44.4% | $1,032-32.3% | $4,379-84.0% |
| Participant deferral / active EE | $1,446 | $2,527-42.8% | $2,062-29.9% | $6,730-78.5% |
| Admin fee / account holder | $810 | $3,843-78.9% | $3,357-75.9% | $14,365-94.4% |