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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 | $109,439 | $107,733+1.6% | $92,985+17.7% | $154,746-29.3% |
| Participation rate | 41.2% | 74.6%-33.4pp | 69.5%-28.3pp | 80.7%-39.5pp |
| Annual return | 17.45% | 30.39%-12.9pp | 27.99%-10.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,088 | $3,126-65.2% | $2,662-59.1% | $4,379-75.1% |
| Participant deferral / active EE | $6,086 | $5,053+20.5% | $4,377+39.1% | $6,730-9.6% |
| Admin fee / account holder | $390 | $11,369-96.6% | $9,463-95.9% | $14,365-97.3% |