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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 | $81,540 | $111,814-27.1% | $103,378-21.1% | $145,978-44.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.43% | 24.80%-13.4pp | 24.91%-13.5pp | 550.52%-539.1pp |
| Employer contribution / active EE | $2,931 | $4,215-30.5% | $3,870-24.3% | $4,662-37.1% |
| Participant deferral / active EE | $10,004 | $5,618+78.1% | $5,058+97.8% | $6,690+49.5% |
| Admin fee / account holder | $1,197 | $9,764-87.7% | $8,401-85.8% | $13,400-91.1% |