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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 | $82,371 | $99,032-16.8% | $80,022+2.9% | $135,379-39.2% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | 8.52% | 15.39%-6.9pp | 11.22%-2.7pp | 519.79%-511.3pp |
| Employer contribution / active EE | $442 | $3,043-85.5% | $2,468-82.1% | $4,779-90.8% |
| Participant deferral / active EE | $1,493 | $4,282-65.1% | $3,686-59.5% | $5,609-73.4% |
| Admin fee / account holder | $9,722 | $10,436-6.8% | $6,521+49.1% | $10,828-10.2% |