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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 | $110,638 | $115,225-4.0% | $100,712+9.9% | $138,895-20.3% |
| Participation rate | 8.3% | 74.3%-66.0pp | 69.3%-60.9pp | 79.9%-71.6pp |
| Annual return | 15.71% | 40.35%-24.6pp | 33.27%-17.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $626 | $2,771-77.4% | $2,313-72.9% | $4,194-85.1% |
| Participant deferral / active EE | $1,433 | $4,699-69.5% | $4,085-64.9% | $6,396-77.6% |
| Admin fee / account holder | $961 | $10,844-91.1% | $9,256-89.6% | $12,562-92.4% |