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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 | $66,029 | $99,633-33.7% | $183,328-64.0% | $82,448-19.9% |
| Participation rate | 50.0% | 70.8%-20.8pp | 77.3%-27.3pp | 68.1%-18.1pp |
| Annual return | 15.58% | 17.84%-2.3pp | 29.67%-14.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,438 | $3,256-25.1% | $5,055-51.8% | $2,551-4.4% |
| Participant deferral / active EE | $8,283 | $4,938+67.7% | $6,795+21.9% | $4,139+100.1% |
| Admin fee / account holder | $8,551 | $9,934-13.9% | $21,427-60.1% | $7,234+18.2% |