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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 | $105,060 | $99,345+5.8% | $84,753+24.0% | $273,972-61.7% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 9.21% | 22.93%-13.7pp | 22.78%-13.6pp | 41.46%-32.2pp |
| Employer contribution / active EE | $893 | $4,214-78.8% | $3,574-75.0% | $4,869-81.7% |
| Participant deferral / active EE | $2,736 | $4,270-35.9% | $3,712-26.3% | $5,287-48.3% |
| Admin fee / account holder | $912 | $6,645-86.3% | $5,333-82.9% | $10,133-91.0% |