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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 | $69,680 | $106,524-34.6% | $152,301-54.2% | $87,485-20.4% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.4%-18.4pp | 68.9%-4.9pp |
| Annual return | 22.68% | 26.89%-4.2pp | 80.50%-57.8pp | 26.06%-3.4pp |
| Employer contribution / active EE | $2,446 | $3,371-27.5% | $4,624-47.1% | $2,596-5.8% |
| Participant deferral / active EE | $7,599 | $6,525+16.5% | $8,004-5.1% | $4,274+77.8% |
| Admin fee / account holder | $1,217 | $8,287-85.3% | $14,398-91.5% | $7,775-84.4% |