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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 | $115,225-7.9% | $100,712+5.4% | $138,895-23.6% |
| Participation rate | 56.3% | 74.3%-18.1pp | 69.3%-13.0pp | 79.9%-23.7pp |
| Annual return | 14.38% | 40.35%-26.0pp | 33.27%-18.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $734 | $2,771-73.5% | $2,313-68.3% | $4,194-82.5% |
| Participant deferral / active EE | $4,531 | $4,699-3.6% | $4,085+10.9% | $6,396-29.2% |
| Admin fee / account holder | $4,097 | $10,844-62.2% | $9,256-55.7% | $12,562-67.4% |