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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 | $122,834 | $136,860-10.2% | $120,344+2.1% | $154,746-20.6% |
| Participation rate | 18.8% | 79.9%-61.1pp | 76.7%-58.0pp | 80.7%-62.0pp |
| Annual return | 15.64% | 21.38%-5.7pp | 20.30%-4.7pp | 172.34%-156.7pp |
| Employer contribution / active EE | $921 | $3,533-73.9% | $3,020-69.5% | $4,379-79.0% |
| Participant deferral / active EE | $3,576 | $5,793-38.3% | $5,135-30.3% | $6,730-46.9% |
| Admin fee / account holder | $877 | $15,393-94.3% | $12,742-93.1% | $14,365-93.9% |