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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 | $108,815 | $126,661-14.1% | $113,397-4.0% | $138,895-21.7% |
| Participation rate | 65.2% | 79.4%-14.2pp | 76.5%-11.3pp | 79.9%-14.7pp |
| Annual return | 15.45% | 25.05%-9.6pp | 23.20%-7.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $919 | $3,456-73.4% | $2,977-69.1% | $4,194-78.1% |
| Participant deferral / active EE | $9,607 | $5,693+68.8% | $5,076+89.2% | $6,396+50.2% |
| Admin fee / account holder | $7,121 | $14,549-51.1% | $11,957-40.4% | $12,562-43.3% |