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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 | $103,696 | $95,404+8.7% | $113,397-8.6% | $82,637+25.5% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.5%-28.1pp | 68.1%-19.7pp |
| Annual return | 14.21% | 19.08%-4.9pp | 23.20%-9.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $688 | $2,307-70.2% | $2,977-76.9% | $2,552-73.1% |
| Participant deferral / active EE | $3,311 | $4,220-21.5% | $5,076-34.8% | $4,126-19.8% |
| Admin fee / account holder | $17,953 | $9,168+95.8% | $11,957+50.2% | $7,339+144.6% |