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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 | $106,397 | $105,960+0.4% | $81,726+30.2% | $158,982-33.1% |
| Participation rate | 30.0% | 75.6%-45.6pp | 72.0%-42.0pp | 82.0%-52.0pp |
| Annual return | 16.13% | 38.19%-22.1pp | 29.49%-13.4pp | 302.99%-286.9pp |
| Employer contribution / active EE | $680 | $7,805-91.3% | $4,311-84.2% | $4,763-85.7% |
| Participant deferral / active EE | $917 | $13,011-93.0% | $7,108-87.1% | $5,983-84.7% |
| Admin fee / account holder | $1,337 | $8,494-84.3% | $5,160-74.1% | $11,252-88.1% |