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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 | $81,544 | $254,759-68.0% | $216,567-62.3% | $198,609-58.9% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 14.73% | 10.04%+4.7pp | 12.94%+1.8pp | 202.70%-188.0pp |
| Employer contribution / active EE | $2,555 | $6,096-58.1% | $5,216-51.0% | $5,055-49.5% |
| Participant deferral / active EE | $3,182 | $6,948-54.2% | $6,191-48.6% | $6,977-54.4% |
| Admin fee / account holder | $424 | $26,311-98.4% | $21,981-98.1% | $19,030-97.8% |