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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 | $124,980-8.4% | $108,359+5.7% | $154,746-26.0% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 11.26% | 45.00%-33.7pp | 36.89%-25.6pp | 172.34%-161.1pp |
| Employer contribution / active EE | $755 | $2,851-73.5% | $2,399-68.5% | $4,379-82.8% |
| Participant deferral / active EE | $2,262 | $4,743-52.3% | $4,137-45.3% | $6,730-66.4% |
| Admin fee / account holder | $565 | $11,502-95.1% | $9,741-94.2% | $14,365-96.1% |