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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 | $81,535 | $143,969-43.4% | $199,883-59.2% | $82,637-1.3% |
| Participation rate | 65.8% | 84.1%-18.4pp | 86.8%-21.0pp | 68.1%-2.3pp |
| Annual return | 15.21% | 25.67%-10.5pp | 43.81%-28.6pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,573 | $4,632-44.5% | $6,261-58.9% | $2,552+0.8% |
| Participant deferral / active EE | $6,285 | $6,937-9.4% | $9,138-31.2% | $4,126+52.3% |
| Admin fee / account holder | $383 | $14,597-97.4% | $17,268-97.8% | $7,339-94.8% |