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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 | $83,174 | $56,054+48.4% | $171,082-51.4% | $62,881+32.3% |
| Participation rate | 65.5% | 62.9%+2.6pp | 76.7%-11.2pp | 69.3%-3.8pp |
| Annual return | 7.11% | 22.52%-15.4pp | 32.56%-25.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,536 | $1,731-11.2% | $4,002-61.6% | $2,281-32.6% |
| Participant deferral / active EE | $6,733 | $3,158+113.2% | $4,797+40.3% | $3,203+110.2% |
| Admin fee / account holder | $2,183 | $3,647-40.2% | $8,520-74.4% | $4,296-49.2% |