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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 | $111,006 | $118,496-6.3% | $98,461+12.7% | $139,466-20.4% |
| Participation rate | 45.8% | 77.5%-31.6pp | 75.2%-29.3pp | 80.3%-34.5pp |
| Annual return | 16.27% | 18.96%-2.7pp | 21.17%-4.9pp | 373.66%-357.4pp |
| Employer contribution / active EE | $981 | $3,611-72.8% | $3,049-67.8% | $4,754-79.4% |
| Participant deferral / active EE | $1,727 | $5,393-68.0% | $4,738-63.6% | $6,712-74.3% |
| Admin fee / account holder | $565 | $14,056-96.0% | $8,961-93.7% | $11,409-95.0% |