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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 | $99,007 | $123,793-20.0% | $177,840-44.3% | $79,852+24.0% |
| Participation rate | 67.7% | 84.7%-16.9pp | 87.7%-20.0pp | 69.6%-1.9pp |
| Annual return | 17.20% | 22.82%-5.6pp | 48.32%-31.1pp | 31.72%-14.5pp |
| Employer contribution / active EE | $2,433 | $4,095-40.6% | $5,919-58.9% | $2,471-1.5% |
| Participant deferral / active EE | $4,309 | $5,956-27.7% | $7,714-44.1% | $3,740+15.2% |
| Admin fee / account holder | $1,682 | $7,243-76.8% | $12,431-86.5% | $5,306-68.3% |