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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 | $105,335 | $126,661-16.8% | $113,397-7.1% | $138,895-24.2% |
| Participation rate | 47.6% | 79.4%-31.8pp | 76.5%-28.9pp | 79.9%-32.3pp |
| Annual return | 14.26% | 25.05%-10.8pp | 23.20%-8.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $940 | $3,456-72.8% | $2,977-68.4% | $4,194-77.6% |
| Participant deferral / active EE | $2,746 | $5,693-51.8% | $5,076-45.9% | $6,396-57.1% |
| Admin fee / account holder | $9,485 | $14,549-34.8% | $11,957-20.7% | $12,562-24.5% |