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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 | $79,024 | $111,814-29.3% | $103,378-23.6% | $145,978-45.9% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 18.43% | 24.80%-6.4pp | 24.91%-6.5pp | 550.52%-532.1pp |
| Employer contribution / active EE | $2,545 | $4,215-39.6% | $3,870-34.2% | $4,662-45.4% |
| Participant deferral / active EE | $7,257 | $5,618+29.2% | $5,058+43.5% | $6,690+8.5% |
| Admin fee / account holder | $8,317 | $9,764-14.8% | $8,401-1.0% | $13,400-37.9% |