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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 | $104,123 | $106,749-2.5% | $145,433-28.4% | $82,448+26.3% |
| Participation rate | 64.7% | 75.6%-10.9pp | 82.1%-17.4pp | 68.1%-3.4pp |
| Annual return | 20.13% | 27.59%-7.5pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $918 | $3,444-73.3% | $4,554-79.8% | $2,551-64.0% |
| Participant deferral / active EE | $9,180 | $6,519+40.8% | $7,897+16.2% | $4,139+121.8% |
| Admin fee / account holder | $5,256 | $8,390-37.4% | $13,129-60.0% | $7,234-27.4% |