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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 | $105,613 | $110,248-4.2% | $95,728+10.3% | $139,456-24.3% |
| Participation rate | 69.2% | 75.7%-6.5pp | 72.3%-3.0pp | 80.3%-11.1pp |
| Annual return | 18.75% | 27.16%-8.4pp | 28.40%-9.6pp | 373.45%-354.7pp |
| Employer contribution / active EE | $983 | $3,258-69.8% | $2,835-65.3% | $4,753-79.3% |
| Participant deferral / active EE | $2,319 | $4,675-50.4% | $4,245-45.4% | $6,711-65.4% |
| Admin fee / account holder | $416 | $6,607-93.7% | $5,673-92.7% | $11,407-96.4% |