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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 | $96,768 | $185,141-47.7% | $153,416-36.9% | $155,188-37.6% |
| Participation rate | 50.0% | 79.9%-29.9pp | 74.3%-24.3pp | 80.8%-30.8pp |
| Annual return | 23.20% | 18.72%+4.5pp | 17.84%+5.4pp | 148.84%-125.6pp |
| Employer contribution / active EE | $1,087 | $4,489-75.8% | $3,764-71.1% | $4,248-74.4% |
| Participant deferral / active EE | $1,710 | $5,477-68.8% | $4,723-63.8% | $6,531-73.8% |
| Admin fee / account holder | $3,185 | $16,005-80.1% | $13,095-75.7% | $14,480-78.0% |