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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 | $96,677 | $88,996+8.6% | $78,004+23.9% | $138,895-30.4% |
| Participation rate | 53.8% | 74.4%-20.5pp | 69.4%-15.6pp | 79.9%-26.1pp |
| Annual return | 16.99% | 28.03%-11.0pp | 31.07%-14.1pp | 145.39%-128.4pp |
| Employer contribution / active EE | $986 | $2,917-66.2% | $2,469-60.0% | $4,194-76.5% |
| Participant deferral / active EE | $4,082 | $4,724-13.6% | $4,092-0.2% | $6,396-36.2% |
| Admin fee / account holder | $1,165 | $8,807-86.8% | $7,578-84.6% | $12,562-90.7% |