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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 | $116,453 | $102,245+13.9% | $89,340+30.3% | $137,256-15.2% |
| Participation rate | 54.2% | 74.9%-20.7pp | 69.6%-15.4pp | 80.0%-25.8pp |
| Annual return | 13.74% | 21.89%-8.1pp | 20.57%-6.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $707 | $2,529-72.0% | $2,231-68.3% | $4,156-83.0% |
| Participant deferral / active EE | $6,856 | $4,436+54.6% | $3,823+79.4% | $6,407+7.0% |
| Admin fee / account holder | $742 | $8,085-90.8% | $6,704-88.9% | $12,270-93.9% |