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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 | $74,108 | $78,197-5.2% | $98,090-24.4% | $82,637-10.3% |
| Participation rate | 68.6% | 77.5%-8.9pp | 81.5%-13.0pp | 68.1%+0.5pp |
| Annual return | 15.80% | 40.25%-24.4pp | 37.05%-21.2pp | 53.51%-37.7pp |
| Employer contribution / active EE | $84 | $2,605-96.8% | $3,606-97.7% | $2,552-96.7% |
| Participant deferral / active EE | $5,081 | $6,636-23.4% | $7,845-35.2% | $4,126+23.1% |
| Admin fee / account holder | $6,065 | $14,832-59.1% | $11,815-48.7% | $7,339-17.4% |