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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 | $99,549 | $100,970-1.4% | $96,576+3.1% | $137,256-27.5% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 19.14% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $925 | $3,809-75.7% | $3,553-74.0% | $4,156-77.8% |
| Participant deferral / active EE | $11,714 | $8,286+41.4% | $7,956+47.2% | $6,407+82.8% |
| Admin fee / account holder | $7,948 | $11,312-29.7% | $11,381-30.2% | $12,270-35.2% |