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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 | $100,173 | $88,996+12.6% | $78,004+28.4% | $138,895-27.9% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.4%-52.8pp | 79.9%-63.3pp |
| Annual return | 12.23% | 28.03%-15.8pp | 31.07%-18.8pp | 145.39%-133.2pp |
| Employer contribution / active EE | $571 | $2,917-80.4% | $2,469-76.9% | $4,194-86.4% |
| Participant deferral / active EE | $1,100 | $4,724-76.7% | $4,092-73.1% | $6,396-82.8% |
| Admin fee / account holder | $559 | $8,807-93.7% | $7,578-92.6% | $12,562-95.6% |