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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 | $107,541 | $115,225-6.7% | $100,712+6.8% | $138,895-22.6% |
| Participation rate | 29.4% | 74.3%-44.9pp | 69.3%-39.9pp | 79.9%-50.5pp |
| Annual return | 16.47% | 40.35%-23.9pp | 33.27%-16.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $949 | $2,771-65.8% | $2,313-59.0% | $4,194-77.4% |
| Participant deferral / active EE | $3,489 | $4,699-25.8% | $4,085-14.6% | $6,396-45.5% |
| Admin fee / account holder | $5,938 | $10,844-45.2% | $9,256-35.8% | $12,562-52.7% |