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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 | $87,328 | $124,425-29.8% | $112,040-22.1% | $137,256-36.4% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 21.58% | 24.72%-3.1pp | 24.52%-2.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,387 | $3,411-59.3% | $2,954-53.0% | $4,156-66.6% |
| Participant deferral / active EE | $8,147 | $5,718+42.5% | $5,098+59.8% | $6,407+27.2% |
| Admin fee / account holder | $7,244 | $15,207-52.4% | $12,098-40.1% | $12,270-41.0% |