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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 | $80,627 | $87,037-7.4% | $106,201-24.1% | $80,874-0.3% |
| Participation rate | 50.8% | 70.4%-19.6pp | 75.3%-24.5pp | 67.6%-16.8pp |
| Annual return | 14.96% | 17.05%-2.1pp | 116.26%-101.3pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,167 | $2,396-51.3% | $3,170-63.2% | $2,756-57.7% |
| Participant deferral / active EE | $4,306 | $3,986+8.0% | $5,012-14.1% | $4,297+0.2% |
| Admin fee / account holder | $485 | $8,434-94.2% | $11,039-95.6% | $6,935-93.0% |