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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 | $146,267-44.3% | $197,124-58.6% | $82,448-1.1% |
| Participation rate | 65.8% | 84.0%-18.2pp | 86.7%-20.9pp | 68.1%-2.3pp |
| Annual return | 15.21% | 29.61%-14.4pp | 44.34%-29.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,573 | $4,723-45.5% | $6,227-58.7% | $2,551+0.9% |
| Participant deferral / active EE | $6,285 | $7,035-10.7% | $9,135-31.2% | $4,139+51.8% |
| Admin fee / account holder | $383 | $14,422-97.3% | $16,298-97.7% | $7,234-94.7% |