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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 | $103,309 | $110,254-6.3% | $95,733+7.9% | $139,427-25.9% |
| Participation rate | 37.5% | 75.7%-38.2pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 18.93% | 27.13%-8.2pp | 28.37%-9.4pp | 373.27%-354.3pp |
| Employer contribution / active EE | $863 | $3,258-73.5% | $2,835-69.6% | $4,752-81.8% |
| Participant deferral / active EE | $3,406 | $4,675-27.1% | $4,244-19.7% | $6,711-49.3% |
| Admin fee / account holder | $674 | $6,607-89.8% | $5,673-88.1% | $11,404-94.1% |