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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 | $106,749-34.7% | $145,433-52.1% | $82,448-15.5% |
| Participation rate | 64.0% | 75.6%-11.6pp | 82.1%-18.1pp | 68.1%-4.1pp |
| Annual return | 22.68% | 27.59%-4.9pp | 66.58%-43.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $2,446 | $3,444-29.0% | $4,554-46.3% | $2,551-4.1% |
| Participant deferral / active EE | $7,599 | $6,519+16.6% | $7,897-3.8% | $4,139+83.6% |
| Admin fee / account holder | $1,217 | $8,390-85.5% | $13,129-90.7% | $7,234-83.2% |