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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 | $96,962 | $106,864-9.3% | $147,318-34.2% | $82,637+17.3% |
| Participation rate | 60.6% | 75.5%-14.9pp | 82.1%-21.5pp | 68.1%-7.4pp |
| Annual return | 24.57% | 27.49%-2.9pp | 70.43%-45.9pp | 53.51%-28.9pp |
| Employer contribution / active EE | $2,327 | $3,417-31.9% | $4,593-49.3% | $2,552-8.8% |
| Participant deferral / active EE | $6,431 | $6,496-1.0% | $7,906-18.7% | $4,126+55.9% |
| Admin fee / account holder | $377 | $8,415-95.5% | $13,708-97.2% | $7,339-94.9% |