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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 | $87,856 | $124,425-29.4% | $112,040-21.6% | $137,256-36.0% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 13.46% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,969 | $3,411-42.3% | $2,954-33.3% | $4,156-52.6% |
| Participant deferral / active EE | $9,959 | $5,718+74.2% | $5,098+95.4% | $6,407+55.4% |
| Admin fee / account holder | $6,219 | $15,207-59.1% | $12,098-48.6% | $12,270-49.3% |