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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 | $107,809-18.6% | $97,032-9.6% | $155,188-43.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 14.76% | 38.06%-23.3pp | 35.38%-20.6pp | 148.84%-134.1pp |
| Employer contribution / active EE | $917 | $2,911-68.5% | $2,629-65.1% | $4,248-78.4% |
| Participant deferral / active EE | $3,049 | $5,129-40.6% | $4,672-34.8% | $6,531-53.3% |
| Admin fee / account holder | $9,861 | $10,717-8.0% | $9,418+4.7% | $14,480-31.9% |