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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 | $97,112 | $115,225-15.7% | $100,712-3.6% | $138,895-30.1% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 15.54% | 40.35%-24.8pp | 33.27%-17.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,836 | $2,771-33.7% | $2,313-20.6% | $4,194-56.2% |
| Participant deferral / active EE | $3,515 | $4,699-25.2% | $4,085-14.0% | $6,396-45.0% |
| Admin fee / account holder | $9,935 | $10,844-8.4% | $9,256+7.3% | $12,562-20.9% |