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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 | $109,419 | $124,425-12.1% | $112,040-2.3% | $137,256-20.3% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 16.52% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,843 | $3,411-46.0% | $2,954-37.6% | $4,156-55.7% |
| Participant deferral / active EE | $2,147 | $5,718-62.5% | $5,098-57.9% | $6,407-66.5% |
| Admin fee / account holder | $3,417 | $15,207-77.5% | $12,098-71.8% | $12,270-72.2% |