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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 | $91,365 | $110,240-17.1% | $96,544-5.4% | $139,487-34.5% |
| Participation rate | 58.8% | 78.1%-19.3pp | 76.0%-17.2pp | 80.3%-21.5pp |
| Annual return | 13.54% | 26.41%-12.9pp | 25.88%-12.3pp | 373.84%-360.3pp |
| Employer contribution / active EE | $1,479 | $3,622-59.2% | $2,966-50.1% | $4,755-68.9% |
| Participant deferral / active EE | $3,436 | $5,549-38.1% | $4,851-29.2% | $6,713-48.8% |
| Admin fee / account holder | $8,088 | $11,602-30.3% | $8,254-2.0% | $11,407-29.1% |