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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 | $67,690 | $76,551-11.6% | $123,894-45.4% | $62,881+7.6% |
| Participation rate | 33.3% | 73.0%-39.6pp | 81.4%-48.1pp | 69.3%-36.0pp |
| Annual return | 8.90% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $926 | $2,882-67.9% | $4,617-79.9% | $2,281-59.4% |
| Participant deferral / active EE | $2,679 | $4,840-44.7% | $5,984-55.2% | $3,203-16.4% |
| Admin fee / account holder | $4,043 | $4,826-16.2% | $8,357-51.6% | $4,296-5.9% |