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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 | $104,650-21.2% | $83,854-1.7% | $155,188-46.9% |
| Participation rate | 66.7% | 65.1%+1.6pp | 59.1%+7.6pp | 80.8%-14.1pp |
| Annual return | 7.74% | 28.97%-21.2pp | 31.39%-23.7pp | 148.84%-141.1pp |
| Employer contribution / active EE | $1,985 | $1,196+65.9% | $1,017+95.1% | $4,248-53.3% |
| Participant deferral / active EE | $9,414 | $2,367+297.7% | $2,035+362.6% | $6,531+44.1% |
| Admin fee / account holder | $569 | $3,518-83.8% | $3,197-82.2% | $14,480-96.1% |