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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 | $94,227 | $99,345-5.2% | $84,753+11.2% | $273,972-65.6% |
| Participation rate | 68.2% | 80.7%-12.5pp | 76.6%-8.4pp | 83.0%-14.8pp |
| Annual return | 7.00% | 22.93%-15.9pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $703 | $4,214-83.3% | $3,574-80.3% | $4,869-85.6% |
| Participant deferral / active EE | $4,862 | $4,270+13.9% | $3,712+31.0% | $5,287-8.0% |
| Admin fee / account holder | $10,190 | $6,645+53.3% | $5,333+91.1% | $10,133+0.6% |