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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 | $75,782 | $123,793-38.8% | $177,840-57.4% | $79,852-5.1% |
| Participation rate | 69.7% | 84.7%-15.0pp | 87.7%-18.0pp | 69.6%+0.1pp |
| Annual return | 14.35% | 22.82%-8.5pp | 48.32%-34.0pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,794 | $4,095-56.2% | $5,919-69.7% | $2,471-27.4% |
| Participant deferral / active EE | $4,117 | $5,956-30.9% | $7,714-46.6% | $3,740+10.1% |
| Admin fee / account holder | $6,868 | $7,243-5.2% | $12,431-44.7% | $5,306+29.4% |