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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 | $114,314 | $87,166+31.1% | $76,735+49.0% | $137,256-16.7% |
| Participation rate | 39.1% | 74.4%-35.2pp | 69.5%-30.4pp | 80.0%-40.8pp |
| Annual return | 15.74% | 26.50%-10.8pp | 29.77%-14.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $865 | $2,904-70.2% | $2,454-64.8% | $4,156-79.2% |
| Participant deferral / active EE | $1,459 | $4,726-69.1% | $4,088-64.3% | $6,407-77.2% |
| Admin fee / account holder | $9,105 | $8,403+8.3% | $7,189+26.6% | $12,270-25.8% |