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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 | $90,588 | $110,303-17.9% | $95,759-5.4% | $139,487-35.1% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 16.05% | 27.19%-11.1pp | 28.42%-12.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $2,111 | $3,261-35.3% | $2,836-25.6% | $4,755-55.6% |
| Participant deferral / active EE | $7,433 | $4,674+59.0% | $4,244+75.2% | $6,713+10.7% |
| Admin fee / account holder | $3,901 | $6,615-41.0% | $5,678-31.3% | $11,407-65.8% |