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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 | $87,909 | $99,875-12.0% | $146,866-40.1% | $86,983+1.1% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 18.91% | 28.10%-9.2pp | 102.85%-83.9pp | 25.83%-6.9pp |
| Employer contribution / active EE | $758 | $3,224-76.5% | $4,425-82.9% | $2,584-70.7% |
| Participant deferral / active EE | $6,210 | $6,322-1.8% | $7,759-20.0% | $4,194+48.1% |
| Admin fee / account holder | $4,541 | $7,838-42.1% | $13,620-66.7% | $7,856-42.2% |