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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 | $79,273 | $106,864-25.8% | $147,318-46.2% | $82,637-4.1% |
| Participation rate | 64.7% | 75.5%-10.8pp | 82.1%-17.4pp | 68.1%-3.3pp |
| Annual return | 16.72% | 27.49%-10.8pp | 70.43%-53.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $2,468 | $3,417-27.8% | $4,593-46.3% | $2,552-3.3% |
| Participant deferral / active EE | $6,520 | $6,496+0.4% | $7,906-17.5% | $4,126+58.0% |
| Admin fee / account holder | $3,045 | $8,415-63.8% | $13,708-77.8% | $7,339-58.5% |