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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 | $87,578 | $136,860-36.0% | $120,344-27.2% | $154,746-43.4% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 14.12% | 21.38%-7.3pp | 20.30%-6.2pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,327 | $3,533-62.4% | $3,020-56.1% | $4,379-69.7% |
| Participant deferral / active EE | $3,741 | $5,793-35.4% | $5,135-27.1% | $6,730-44.4% |
| Admin fee / account holder | $15,575 | $15,393+1.2% | $12,742+22.2% | $14,365+8.4% |