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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 | $65,075 | $108,825-40.2% | $156,181-58.3% | $82,448-21.1% |
| Participation rate | 62.5% | 72.4%-9.9pp | 78.8%-16.3pp | 68.1%-5.6pp |
| Annual return | 15.99% | 20.59%-4.6pp | 64.87%-48.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,096 | $2,870-61.8% | $4,294-74.5% | $2,551-57.0% |
| Participant deferral / active EE | $9,582 | $4,577+109.3% | $6,132+56.3% | $4,139+131.5% |
| Admin fee / account holder | $13,467 | $9,341+44.2% | $14,586-7.7% | $7,234+86.1% |