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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 | $79,585 | $101,795-21.8% | $165,100-51.8% | $80,959-1.7% |
| Participation rate | 69.4% | 71.8%-2.4pp | 78.6%-9.2pp | 67.7%+1.8pp |
| Annual return | 14.17% | 16.73%-2.6pp | 70.21%-56.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $4,674 | $2,954+58.2% | $4,348+7.5% | $2,757+69.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,066 | $8,221-1.9% | $12,696-36.5% | $6,925+16.5% |