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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 | $108,966 | $124,425-12.4% | $112,040-2.7% | $137,256-20.6% |
| Participation rate | 52.9% | 79.3%-26.4pp | 76.5%-23.6pp | 80.0%-27.0pp |
| Annual return | 16.14% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,165 | $3,411-65.8% | $2,954-60.6% | $4,156-72.0% |
| Participant deferral / active EE | $4,328 | $5,718-24.3% | $5,098-15.1% | $6,407-32.4% |
| Admin fee / account holder | $925 | $15,207-93.9% | $12,098-92.4% | $12,270-92.5% |