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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 | $114,490 | $112,729+1.6% | $98,716+16.0% | $137,256-16.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 11.26% | 38.48%-27.2pp | 31.81%-20.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $755 | $2,725-72.3% | $2,279-66.9% | $4,156-81.8% |
| Participant deferral / active EE | $2,262 | $4,640-51.2% | $4,048-44.1% | $6,407-64.7% |
| Admin fee / account holder | $565 | $10,129-94.4% | $8,703-93.5% | $12,270-95.4% |