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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 | $115,225+1.3% | $100,712+15.9% | $138,895-16.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 12.15% | 40.35%-28.2pp | 33.27%-21.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $570 | $2,771-79.4% | $2,313-75.4% | $4,194-86.4% |
| Participant deferral / active EE | $2,185 | $4,699-53.5% | $4,085-46.5% | $6,396-65.8% |
| Admin fee / account holder | $5,646 | $10,844-47.9% | $9,256-39.0% | $12,562-55.1% |