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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 | $136,860-8.9% | $120,344+3.5% | $154,746-19.5% |
| Participation rate | 55.6% | 79.9%-24.3pp | 76.7%-21.2pp | 80.7%-25.1pp |
| Annual return | 18.83% | 21.38%-2.5pp | 20.30%-1.5pp | 172.34%-153.5pp |
| Employer contribution / active EE | $980 | $3,533-72.3% | $3,020-67.6% | $4,379-77.6% |
| Participant deferral / active EE | $2,743 | $5,793-52.6% | $5,135-46.6% | $6,730-59.2% |
| Admin fee / account holder | $496 | $15,393-96.8% | $12,742-96.1% | $14,365-96.5% |