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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 | $104,777 | $112,729-7.1% | $98,716+6.1% | $137,256-23.7% |
| Participation rate | 23.5% | 74.2%-50.7pp | 69.3%-45.8pp | 80.0%-56.4pp |
| Annual return | 10.68% | 38.48%-27.8pp | 31.81%-21.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $938 | $2,725-65.6% | $2,279-58.8% | $4,156-77.4% |
| Participant deferral / active EE | $4,107 | $4,640-11.5% | $4,048+1.5% | $6,407-35.9% |
| Admin fee / account holder | $2,487 | $10,129-75.4% | $8,703-71.4% | $12,270-79.7% |