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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 | $84,581 | $93,589-9.6% | $135,942-37.8% | $75,181+12.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 18.77% | 30.90%-12.1pp | 68.28%-49.5pp | 160.69%-141.9pp |
| Employer contribution / active EE | $2,148 | $3,537-39.3% | $4,858-55.8% | $2,671-19.6% |
| Participant deferral / active EE | $6,304 | $6,405-1.6% | $7,759-18.8% | $4,126+52.8% |
| Admin fee / account holder | $681 | $6,977-90.2% | $10,764-93.7% | $5,650-87.9% |