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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 | $85,570 | $103,164-17.1% | $90,259-5.2% | $154,746-44.7% |
| Participation rate | 63.6% | 76.1%-12.5pp | 70.7%-7.1pp | 80.7%-17.1pp |
| Annual return | 9.24% | 19.25%-10.0pp | 18.88%-9.6pp | 172.34%-163.1pp |
| Employer contribution / active EE | $1,325 | $2,532-47.6% | $2,291-42.2% | $4,379-69.7% |
| Participant deferral / active EE | $2,537 | $4,422-42.6% | $3,827-33.7% | $6,730-62.3% |
| Admin fee / account holder | $2,140 | $8,593-75.1% | $7,267-70.5% | $14,365-85.1% |