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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 | $107,272 | $123,155-12.9% | $108,753-1.4% | $155,188-30.9% |
| Participation rate | 18.8% | 75.6%-56.9pp | 71.1%-52.3pp | 80.8%-62.1pp |
| Annual return | 18.43% | 44.73%-26.3pp | 37.47%-19.0pp | 148.84%-130.4pp |
| Employer contribution / active EE | $674 | $2,811-76.0% | $2,427-72.2% | $4,248-84.1% |
| Participant deferral / active EE | $4,173 | $4,623-9.7% | $4,115+1.4% | $6,531-36.1% |
| Admin fee / account holder | $734 | $12,126-94.0% | $10,320-92.9% | $14,480-94.9% |