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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 | $111,219 | $107,733+3.2% | $92,985+19.6% | $154,746-28.1% |
| Participation rate | 28.6% | 74.6%-46.0pp | 69.5%-40.9pp | 80.7%-52.1pp |
| Annual return | 10.00% | 30.39%-20.4pp | 27.99%-18.0pp | 172.34%-162.3pp |
| Employer contribution / active EE | $1,561 | $3,126-50.1% | $2,662-41.4% | $4,379-64.4% |
| Participant deferral / active EE | $2,702 | $5,053-46.5% | $4,377-38.3% | $6,730-59.9% |
| Admin fee / account holder | $11,978 | $11,369+5.4% | $9,463+26.6% | $14,365-16.6% |