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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 | $79,136 | $80,731-2.0% | $103,374-23.4% | $74,546+6.2% |
| Participation rate | 33.1% | 65.7%-32.6pp | 74.5%-41.5pp | 67.2%-34.2pp |
| Annual return | 14.00% | 27.56%-13.6pp | 24.89%-10.9pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $882 | $3,158-72.1% | $3,869-77.2% | $2,624-66.4% |
| Participant deferral / active EE | $3,477 | $3,860-9.9% | $5,058-31.2% | $4,347-20.0% |
| Admin fee / account holder | $4,318 | $2,369+82.3% | $8,394-48.6% | $1,944+122.2% |