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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 | $87,166+25.6% | $76,735+42.6% | $137,256-20.3% |
| Participation rate | 41.2% | 74.4%-33.2pp | 69.5%-28.3pp | 80.0%-38.8pp |
| Annual return | 17.45% | 26.50%-9.1pp | 29.77%-12.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,088 | $2,904-62.5% | $2,454-55.7% | $4,156-73.8% |
| Participant deferral / active EE | $6,086 | $4,726+28.8% | $4,088+48.9% | $6,407-5.0% |
| Admin fee / account holder | $390 | $8,403-95.4% | $7,189-94.6% | $12,270-96.8% |