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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 | $87,747 | $97,125-9.7% | $86,233+1.8% | $137,256-36.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 14.76% | 74.19%-59.4pp | 61.39%-46.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $917 | $2,841-67.7% | $2,504-63.4% | $4,156-77.9% |
| Participant deferral / active EE | $3,049 | $5,180-41.1% | $4,559-33.1% | $6,407-52.4% |
| Admin fee / account holder | $9,861 | $9,725+1.4% | $8,342+18.2% | $12,270-19.6% |