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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 | $90,107 | $104,650-13.9% | $83,854+7.5% | $155,188-41.9% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.1%-9.1pp | 80.8%-30.8pp |
| Annual return | 9.09% | 28.97%-19.9pp | 31.39%-22.3pp | 148.84%-139.7pp |
| Employer contribution / active EE | $1,387 | $1,196+15.9% | $1,017+36.3% | $4,248-67.4% |
| Participant deferral / active EE | $4,037 | $2,367+70.5% | $2,035+98.4% | $6,531-38.2% |
| Admin fee / account holder | $4,508 | $3,518+28.1% | $3,197+41.0% | $14,480-68.9% |