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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 | $92,468 | $91,760+0.8% | $156,181-40.8% | $67,986+36.0% |
| Participation rate | 46.0% | 65.0%-19.0pp | 78.8%-32.8pp | 57.2%-11.2pp |
| Annual return | 18.78% | 18.14%+0.6pp | 64.87%-46.1pp | 31.67%-12.9pp |
| Employer contribution / active EE | $833 | $2,419-65.6% | $4,294-80.6% | $2,019-58.7% |
| Participant deferral / active EE | $6,757 | $3,960+70.6% | $6,132+10.2% | $3,358+101.2% |
| Admin fee / account holder | $662 | $3,949-83.2% | $14,586-95.5% | $3,203-79.3% |