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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 | $101,650 | $112,729-9.8% | $98,716+3.0% | $137,256-25.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 18.37% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $546 | $2,725-80.0% | $2,279-76.0% | $4,156-86.9% |
| Participant deferral / active EE | $3,526 | $4,640-24.0% | $4,048-12.9% | $6,407-45.0% |
| Admin fee / account holder | $1,321 | $10,129-87.0% | $8,703-84.8% | $12,270-89.2% |