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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 | $101,927 | $111,814-8.8% | $103,378-1.4% | $145,978-30.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 22.11% | 24.80%-2.7pp | 24.91%-2.8pp | 550.52%-528.4pp |
| Employer contribution / active EE | $1,042 | $4,215-75.3% | $3,870-73.1% | $4,662-77.7% |
| Participant deferral / active EE | $3,496 | $5,618-37.8% | $5,058-30.9% | $6,690-47.7% |
| Admin fee / account holder | $488 | $9,764-95.0% | $8,401-94.2% | $13,400-96.4% |