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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 | $96,492 | $124,425-22.4% | $112,040-13.9% | $137,256-29.7% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.5%-18.2pp | 80.0%-21.6pp |
| Annual return | 16.50% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,805 | $3,411-47.1% | $2,954-38.9% | $4,156-56.6% |
| Participant deferral / active EE | $4,678 | $5,718-18.2% | $5,098-8.2% | $6,407-27.0% |
| Admin fee / account holder | $813 | $15,207-94.7% | $12,098-93.3% | $12,270-93.4% |