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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 | $72,181 | $91,559-21.2% | $133,978-46.1% | $79,856-9.6% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.1pp | 69.6%-0.9pp |
| Annual return | 19.03% | 61.85%-42.8pp | 45.10%-26.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $847 | $2,384-64.5% | $3,919-78.4% | $2,471-65.7% |
| Participant deferral / active EE | $3,229 | $3,734-13.5% | $5,047-36.0% | $3,741-13.7% |
| Admin fee / account holder | $10,719 | $6,321+69.6% | $8,930+20.0% | $5,306+102.0% |