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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 | $106,958 | $112,729-5.1% | $98,716+8.3% | $137,256-22.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 13.99% | 38.48%-24.5pp | 31.81%-17.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $838 | $2,725-69.2% | $2,279-63.2% | $4,156-79.8% |
| Participant deferral / active EE | $1,380 | $4,640-70.3% | $4,048-65.9% | $6,407-78.5% |
| Admin fee / account holder | $721 | $10,129-92.9% | $8,703-91.7% | $12,270-94.1% |