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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 | $116,736 | $112,729+3.6% | $98,716+18.3% | $137,256-15.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 12.15% | 38.48%-26.3pp | 31.81%-19.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $570 | $2,725-79.1% | $2,279-75.0% | $4,156-86.3% |
| Participant deferral / active EE | $2,185 | $4,640-52.9% | $4,048-46.0% | $6,407-65.9% |
| Admin fee / account holder | $5,646 | $10,129-44.3% | $8,703-35.1% | $12,270-54.0% |