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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 | $106,127 | $123,155-13.8% | $108,753-2.4% | $155,188-31.6% |
| Participation rate | 56.3% | 75.6%-19.4pp | 71.1%-14.8pp | 80.8%-24.6pp |
| Annual return | 14.38% | 44.73%-30.4pp | 37.47%-23.1pp | 148.84%-134.5pp |
| Employer contribution / active EE | $734 | $2,811-73.9% | $2,427-69.8% | $4,248-82.7% |
| Participant deferral / active EE | $4,531 | $4,623-2.0% | $4,115+10.1% | $6,531-30.6% |
| Admin fee / account holder | $4,097 | $12,126-66.2% | $10,320-60.3% | $14,480-71.7% |