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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 | $110,960 | $126,661-12.4% | $113,397-2.1% | $138,895-20.1% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.5%-20.9pp | 79.9%-24.4pp |
| Annual return | 12.69% | 25.05%-12.4pp | 23.20%-10.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,113 | $3,456-67.8% | $2,977-62.6% | $4,194-73.5% |
| Participant deferral / active EE | $2,651 | $5,693-53.4% | $5,076-47.8% | $6,396-58.5% |
| Admin fee / account holder | $618 | $14,549-95.8% | $11,957-94.8% | $12,562-95.1% |