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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 | $116,700 | $136,860-14.7% | $120,344-3.0% | $154,746-24.6% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.7%-14.2pp | 80.7%-18.2pp |
| Annual return | 17.42% | 21.38%-4.0pp | 20.30%-2.9pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,920 | $3,533-45.6% | $3,020-36.4% | $4,379-56.1% |
| Participant deferral / active EE | $7,479 | $5,793+29.1% | $5,135+45.6% | $6,730+11.1% |
| Admin fee / account holder | $671 | $15,393-95.6% | $12,742-94.7% | $14,365-95.3% |