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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 | $124,613 | $124,425+0.2% | $112,040+11.2% | $137,256-9.2% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 18.83% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $980 | $3,411-71.3% | $2,954-66.8% | $4,156-76.4% |
| Participant deferral / active EE | $2,743 | $5,718-52.0% | $5,098-46.2% | $6,407-57.2% |
| Admin fee / account holder | $496 | $15,207-96.7% | $12,098-95.9% | $12,270-96.0% |