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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 | $107,622 | $114,013-5.6% | $103,693+3.8% | $155,188-30.7% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.5pp | 80.8%-23.7pp |
| Annual return | 15.49% | 49.31%-33.8pp | 47.61%-32.1pp | 148.84%-133.3pp |
| Employer contribution / active EE | $747 | $3,131-76.1% | $2,920-74.4% | $4,248-82.4% |
| Participant deferral / active EE | $5,149 | $4,970+3.6% | $4,579+12.5% | $6,531-21.2% |
| Admin fee / account holder | $5,064 | $8,407-39.8% | $7,858-35.6% | $14,480-65.0% |