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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 | $88,868 | $99,875-11.0% | $146,866-39.5% | $86,983+2.2% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.5%-21.0pp | 69.5%-8.0pp |
| Annual return | 15.00% | 28.10%-13.1pp | 102.85%-87.9pp | 25.83%-10.8pp |
| Employer contribution / active EE | $1,744 | $3,224-45.9% | $4,425-60.6% | $2,584-32.5% |
| Participant deferral / active EE | $4,619 | $6,322-26.9% | $7,759-40.5% | $4,194+10.1% |
| Admin fee / account holder | $707 | $7,838-91.0% | $13,620-94.8% | $7,856-91.0% |