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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 | $99,816 | $106,524-6.3% | $152,301-34.5% | $87,485+14.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 25.26% | 26.89%-1.6pp | 80.50%-55.2pp | 26.06%-0.8pp |
| Employer contribution / active EE | $797 | $3,371-76.4% | $4,624-82.8% | $2,596-69.3% |
| Participant deferral / active EE | $3,082 | $6,525-52.8% | $8,004-61.5% | $4,274-27.9% |
| Admin fee / account holder | $8,669 | $8,287+4.6% | $14,398-39.8% | $7,775+11.5% |