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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 | $82,434 | $94,439-12.7% | $73,658+11.9% | $154,746-46.7% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 7.74% | 28.25%-20.5pp | 29.72%-22.0pp | 172.34%-164.6pp |
| Employer contribution / active EE | $1,985 | $1,257+57.8% | $1,032+92.2% | $4,379-54.7% |
| Participant deferral / active EE | $9,414 | $2,527+272.5% | $2,062+356.6% | $6,730+39.9% |
| Admin fee / account holder | $569 | $3,843-85.2% | $3,357-83.0% | $14,365-96.0% |