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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 | $126,661-31.1% | $113,397-23.0% | $138,895-37.1% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.5%-19.4pp | 79.9%-22.8pp |
| Annual return | 21.58% | 25.05%-3.5pp | 23.20%-1.6pp | 145.39%-123.8pp |
| Employer contribution / active EE | $1,387 | $3,456-59.9% | $2,977-53.4% | $4,194-66.9% |
| Participant deferral / active EE | $8,147 | $5,693+43.1% | $5,076+60.5% | $6,396+27.4% |
| Admin fee / account holder | $7,244 | $14,549-50.2% | $11,957-39.4% | $12,562-42.3% |