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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 | $121,737 | $112,729+8.0% | $98,716+23.3% | $137,256-11.3% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 15.53% | 38.48%-23.0pp | 31.81%-16.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $619 | $2,725-77.3% | $2,279-72.8% | $4,156-85.1% |
| Participant deferral / active EE | $1,797 | $4,640-61.3% | $4,048-55.6% | $6,407-71.9% |
| Admin fee / account holder | $3,206 | $10,129-68.3% | $8,703-63.2% | $12,270-73.9% |