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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 | $85,749 | $106,588-19.6% | $94,215-9.0% | $155,188-44.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 12.27% | 29.39%-17.1pp | 28.22%-15.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $1,791 | $3,080-41.8% | $2,675-33.0% | $4,248-57.8% |
| Participant deferral / active EE | $3,914 | $4,802-18.5% | $4,276-8.5% | $6,531-40.1% |
| Admin fee / account holder | $9,293 | $12,281-24.3% | $10,216-9.0% | $14,480-35.8% |