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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 | $80,368 | $136,860-41.3% | $120,344-33.2% | $154,746-48.1% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 17.79% | 21.38%-3.6pp | 20.30%-2.5pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,929 | $3,533-45.4% | $3,020-36.1% | $4,379-56.0% |
| Participant deferral / active EE | $6,242 | $5,793+7.7% | $5,135+21.6% | $6,730-7.3% |
| Admin fee / account holder | $792 | $15,393-94.9% | $12,742-93.8% | $14,365-94.5% |