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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 | $124,980-14.2% | $108,359-1.0% | $154,746-30.7% |
| Participation rate | 18.8% | 75.2%-56.4pp | 70.1%-51.4pp | 80.7%-62.0pp |
| Annual return | 18.43% | 45.00%-26.6pp | 36.89%-18.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $674 | $2,851-76.4% | $2,399-71.9% | $4,379-84.6% |
| Participant deferral / active EE | $4,173 | $4,743-12.0% | $4,137+0.9% | $6,730-38.0% |
| Admin fee / account holder | $734 | $11,502-93.6% | $9,741-92.5% | $14,365-94.9% |