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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 | $77,058 | $93,589-17.7% | $135,942-43.3% | $75,181+2.5% |
| Participation rate | 68.6% | 75.2%-6.6pp | 81.9%-13.3pp | 67.2%+1.4pp |
| Annual return | 20.17% | 30.90%-10.7pp | 68.28%-48.1pp | 160.69%-140.5pp |
| Employer contribution / active EE | $1,673 | $3,537-52.7% | $4,858-65.6% | $2,671-37.4% |
| Participant deferral / active EE | $9,101 | $6,405+42.1% | $7,759+17.3% | $4,126+120.6% |
| Admin fee / account holder | $2,489 | $6,977-64.3% | $10,764-76.9% | $5,650-56.0% |