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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 | $112,153 | $100,970+11.1% | $96,576+16.1% | $137,256-18.3% |
| Participation rate | 42.9% | 82.6%-39.8pp | 81.4%-38.6pp | 80.0%-37.1pp |
| Annual return | 16.44% | 38.16%-21.7pp | 38.47%-22.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $884 | $3,809-76.8% | $3,553-75.1% | $4,156-78.7% |
| Participant deferral / active EE | $6,786 | $8,286-18.1% | $7,956-14.7% | $6,407+5.9% |
| Admin fee / account holder | $816 | $11,312-92.8% | $11,381-92.8% | $12,270-93.3% |