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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 | $87,166+14.9% | $76,735+30.5% | $137,256-27.0% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.5%-52.8pp | 80.0%-63.3pp |
| Annual return | 12.23% | 26.50%-14.3pp | 29.77%-17.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $571 | $2,904-80.4% | $2,454-76.8% | $4,156-86.3% |
| Participant deferral / active EE | $1,100 | $4,726-76.7% | $4,088-73.1% | $6,407-82.8% |
| Admin fee / account holder | $559 | $8,403-93.4% | $7,189-92.2% | $12,270-95.4% |