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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 | $123,155-21.1% | $108,753-10.7% | $155,188-37.4% |
| Participation rate | 60.0% | 75.6%-15.6pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 15.54% | 44.73%-29.2pp | 37.47%-21.9pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,836 | $2,811-34.7% | $2,427-24.3% | $4,248-56.8% |
| Participant deferral / active EE | $3,515 | $4,623-24.0% | $4,115-14.6% | $6,531-46.2% |
| Admin fee / account holder | $9,935 | $12,126-18.1% | $10,320-3.7% | $14,480-31.4% |