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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 | $76,100 | $103,164-26.2% | $90,259-15.7% | $154,746-50.8% |
| Participation rate | 33.3% | 76.1%-42.8pp | 70.7%-37.4pp | 80.7%-47.4pp |
| Annual return | 9.93% | 19.25%-9.3pp | 18.88%-9.0pp | 172.34%-162.4pp |
| Employer contribution / active EE | $2,043 | $2,532-19.3% | $2,291-10.8% | $4,379-53.3% |
| Participant deferral / active EE | $7,302 | $4,422+65.2% | $3,827+90.8% | $6,730+8.5% |
| Admin fee / account holder | $4,299 | $8,593-50.0% | $7,267-40.8% | $14,365-70.1% |