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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 | $113,536 | $77,814+45.9% | $158,223-28.2% | $86,983+30.5% |
| Participation rate | 44.0% | 68.4%-24.4pp | 79.2%-35.2pp | 69.5%-25.5pp |
| Annual return | 16.76% | 30.54%-13.8pp | 52.09%-35.3pp | 25.83%-9.1pp |
| Employer contribution / active EE | $301 | $2,592-88.4% | $4,109-92.7% | $2,584-88.3% |
| Participant deferral / active EE | $3,385 | $3,270+3.5% | $5,467-38.1% | $4,194-19.3% |
| Admin fee / account holder | $309 | $5,879-94.7% | $16,047-98.1% | $7,856-96.1% |