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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 | $93,928 | $112,729-16.7% | $98,716-4.9% | $137,256-31.6% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 19.09% | 38.48%-19.4pp | 31.81%-12.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,224 | $2,725-55.1% | $2,279-46.3% | $4,156-70.5% |
| Participant deferral / active EE | $3,877 | $4,640-16.5% | $4,048-4.2% | $6,407-39.5% |
| Admin fee / account holder | $364 | $10,129-96.4% | $8,703-95.8% | $12,270-97.0% |