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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 | $91,718 | $96,558-5.0% | $80,977+13.3% | $273,972-66.5% |
| Participation rate | 61.1% | 79.1%-18.0pp | 75.8%-14.7pp | 83.0%-21.9pp |
| Annual return | 3.26% | 15.14%-11.9pp | 17.11%-13.8pp | 41.46%-38.2pp |
| Employer contribution / active EE | $2,163 | $4,869-55.6% | $3,715-41.8% | $4,869-55.6% |
| Participant deferral / active EE | $4,754 | $6,598-27.9% | $5,696-16.5% | $5,287-10.1% |
| Admin fee / account holder | $2,850 | $7,493-62.0% | $5,517-48.3% | $10,133-71.9% |