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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 | $103,164-13.6% | $90,259-1.3% | $154,746-42.4% |
| Participation rate | 65.0% | 76.1%-11.1pp | 70.7%-5.7pp | 80.7%-15.7pp |
| Annual return | 17.80% | 19.25%-1.5pp | 18.88%-1.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,617 | $2,532-36.1% | $2,291-29.4% | $4,379-63.1% |
| Participant deferral / active EE | $3,499 | $4,422-20.9% | $3,827-8.6% | $6,730-48.0% |
| Admin fee / account holder | $830 | $8,593-90.3% | $7,267-88.6% | $14,365-94.2% |