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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 | $89,090 | $99,380-10.4% | $90,312-1.4% | $155,188-42.6% |
| Participation rate | 65.0% | 77.3%-12.3pp | 72.9%-7.9pp | 80.8%-15.8pp |
| Annual return | 17.80% | 19.35%-1.5pp | 18.90%-1.1pp | 148.84%-131.0pp |
| Employer contribution / active EE | $1,617 | $2,390-32.3% | $2,243-27.9% | $4,248-61.9% |
| Participant deferral / active EE | $3,499 | $4,212-16.9% | $3,749-6.7% | $6,531-46.4% |
| Admin fee / account holder | $830 | $9,766-91.5% | $8,248-89.9% | $14,480-94.3% |