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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 | $96,161 | $99,053-2.9% | $88,179+9.1% | $138,895-30.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 17.70% | 78.17%-60.5pp | 64.97%-47.3pp | 145.39%-127.7pp |
| Employer contribution / active EE | $682 | $2,882-76.3% | $2,549-73.2% | $4,194-83.7% |
| Participant deferral / active EE | $2,374 | $5,225-54.6% | $4,614-48.6% | $6,396-62.9% |
| Admin fee / account holder | $371 | $8,748-95.8% | $7,673-95.2% | $12,562-97.0% |