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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 | $111,685 | $107,809+3.6% | $97,032+15.1% | $155,188-28.0% |
| Participation rate | 52.4% | 75.5%-23.1pp | 71.6%-19.2pp | 80.8%-28.4pp |
| Annual return | 14.08% | 38.06%-24.0pp | 35.38%-21.3pp | 148.84%-134.8pp |
| Employer contribution / active EE | $776 | $2,911-73.3% | $2,629-70.5% | $4,248-81.7% |
| Participant deferral / active EE | $1,764 | $5,129-65.6% | $4,672-62.3% | $6,531-73.0% |
| Admin fee / account holder | $565 | $10,717-94.7% | $9,418-94.0% | $14,480-96.1% |