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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 | $123,155-1.2% | $108,753+11.9% | $155,188-21.6% |
| Participation rate | 45.5% | 75.6%-30.2pp | 71.1%-25.6pp | 80.8%-35.3pp |
| Annual return | 15.53% | 44.73%-29.2pp | 37.47%-21.9pp | 148.84%-133.3pp |
| Employer contribution / active EE | $619 | $2,811-78.0% | $2,427-74.5% | $4,248-85.4% |
| Participant deferral / active EE | $1,797 | $4,623-61.1% | $4,115-56.3% | $6,531-72.5% |
| Admin fee / account holder | $3,206 | $12,126-73.6% | $10,320-68.9% | $14,480-77.9% |