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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 | $102,740 | $112,729-8.9% | $98,716+4.1% | $137,256-25.1% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 18.31% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $869 | $2,725-68.1% | $2,279-61.9% | $4,156-79.1% |
| Participant deferral / active EE | $3,229 | $4,640-30.4% | $4,048-20.2% | $6,407-49.6% |
| Admin fee / account holder | $794 | $10,129-92.2% | $8,703-90.9% | $12,270-93.5% |