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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 | $77,002 | $82,032-6.1% | $123,106-37.5% | $59,633+29.1% |
| Participation rate | 54.3% | 83.2%-28.9pp | 86.8%-32.4pp | 68.7%-14.3pp |
| Annual return | 25.83% | 5.12%+20.7pp | 13.22%+12.6pp | 2041.40%-2015.6pp |
| Employer contribution / active EE | $2,896 | $3,297-12.2% | $5,151-43.8% | $2,203+31.5% |
| Participant deferral / active EE | $6,007 | $4,667+28.7% | $6,229-3.6% | $3,192+88.2% |
| Admin fee / account holder | $2,169 | $5,881-63.1% | $9,015-75.9% | $4,297-49.5% |