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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 | $110,303-6.3% | $95,759+7.9% | $139,487-25.9% |
| Participation rate | 37.5% | 75.7%-38.2pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 18.93% | 27.19%-8.3pp | 28.42%-9.5pp | 373.84%-354.9pp |
| Employer contribution / active EE | $863 | $3,261-73.5% | $2,836-69.6% | $4,755-81.9% |
| Participant deferral / active EE | $3,406 | $4,674-27.1% | $4,244-19.7% | $6,713-49.3% |
| Admin fee / account holder | $674 | $6,615-89.8% | $5,678-88.1% | $11,407-94.1% |