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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 | $99,150 | $99,345-0.2% | $84,753+17.0% | $273,972-63.8% |
| Participation rate | 64.7% | 80.7%-16.0pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 7.70% | 22.93%-15.2pp | 22.78%-15.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,354 | $4,214-67.9% | $3,574-62.1% | $4,869-72.2% |
| Participant deferral / active EE | $3,480 | $4,270-18.5% | $3,712-6.3% | $5,287-34.2% |
| Admin fee / account holder | $555 | $6,645-91.6% | $5,333-89.6% | $10,133-94.5% |