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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 | $96,626 | $112,729-14.3% | $98,716-2.1% | $137,256-29.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 18.65% | 38.48%-19.8pp | 31.81%-13.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,898 | $2,725-30.3% | $2,279-16.7% | $4,156-54.3% |
| Participant deferral / active EE | $5,971 | $4,640+28.7% | $4,048+47.5% | $6,407-6.8% |
| Admin fee / account holder | $7,308 | $10,129-27.8% | $8,703-16.0% | $12,270-40.4% |