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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 | $136,860-18.9% | $120,344-7.8% | $154,746-28.3% |
| Participation rate | 55.6% | 79.9%-24.3pp | 76.7%-21.2pp | 80.7%-25.1pp |
| Annual return | 12.69% | 21.38%-8.7pp | 20.30%-7.6pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,113 | $3,533-68.5% | $3,020-63.2% | $4,379-74.6% |
| Participant deferral / active EE | $2,651 | $5,793-54.2% | $5,135-48.4% | $6,730-60.6% |
| Admin fee / account holder | $618 | $15,393-96.0% | $12,742-95.1% | $14,365-95.7% |