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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 | $118,093 | $126,661-6.8% | $113,397+4.1% | $138,895-15.0% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.5%-20.9pp | 79.9%-24.4pp |
| Annual return | 14.21% | 25.05%-10.8pp | 23.20%-9.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,133 | $3,456-67.2% | $2,977-61.9% | $4,194-73.0% |
| Participant deferral / active EE | $2,389 | $5,693-58.0% | $5,076-52.9% | $6,396-62.7% |
| Admin fee / account holder | $834 | $14,549-94.3% | $11,957-93.0% | $12,562-93.4% |