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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 | $87,805 | $112,729-22.1% | $98,716-11.1% | $137,256-36.0% |
| Participation rate | 60.9% | 74.2%-13.4pp | 69.3%-8.4pp | 80.0%-19.1pp |
| Annual return | 13.12% | 38.48%-25.4pp | 31.81%-18.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,653 | $2,725-39.3% | $2,279-27.5% | $4,156-60.2% |
| Participant deferral / active EE | $4,035 | $4,640-13.0% | $4,048-0.3% | $6,407-37.0% |
| Admin fee / account holder | $862 | $10,129-91.5% | $8,703-90.1% | $12,270-93.0% |