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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 | $86,802 | $99,875-13.1% | $146,866-40.9% | $86,983-0.2% |
| Participation rate | 53.5% | 75.8%-22.3pp | 82.5%-29.0pp | 69.5%-16.1pp |
| Annual return | 19.76% | 28.10%-8.3pp | 102.85%-83.1pp | 25.83%-6.1pp |
| Employer contribution / active EE | $1,559 | $3,224-51.7% | $4,425-64.8% | $2,584-39.7% |
| Participant deferral / active EE | $3,597 | $6,322-43.1% | $7,759-53.6% | $4,194-14.2% |
| Admin fee / account holder | $8,018 | $7,838+2.3% | $13,620-41.1% | $7,856+2.1% |