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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 | $145,944 | $161,352-9.5% | $134,172+8.8% | $137,256+6.3% |
| Participation rate | 31.8% | 78.3%-46.5pp | 72.5%-40.6pp | 80.0%-48.1pp |
| Annual return | 10.63% | 28.72%-18.1pp | 25.30%-14.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $908 | $4,099-77.8% | $3,420-73.4% | $4,156-78.1% |
| Participant deferral / active EE | $2,297 | $5,552-58.6% | $4,690-51.0% | $6,407-64.1% |
| Admin fee / account holder | $12,586 | $15,028-16.2% | $12,016+4.7% | $12,270+2.6% |