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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 | $91,750 | $126,661-27.6% | $113,397-19.1% | $138,895-33.9% |
| Participation rate | 52.4% | 79.4%-27.1pp | 76.5%-24.1pp | 79.9%-27.5pp |
| Annual return | 14.77% | 25.05%-10.3pp | 23.20%-8.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,751 | $3,456-49.4% | $2,977-41.2% | $4,194-58.3% |
| Participant deferral / active EE | $3,055 | $5,693-46.3% | $5,076-39.8% | $6,396-52.2% |
| Admin fee / account holder | $1,610 | $14,549-88.9% | $11,957-86.5% | $12,562-87.2% |