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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 | $77,935 | $106,749-27.0% | $145,433-46.4% | $82,448-5.5% |
| Participation rate | 68.3% | 75.6%-7.4pp | 82.1%-13.8pp | 68.1%+0.2pp |
| Annual return | 15.21% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,538 | $3,444-55.3% | $4,554-66.2% | $2,551-39.7% |
| Participant deferral / active EE | $9,094 | $6,519+39.5% | $7,897+15.1% | $4,139+119.7% |
| Admin fee / account holder | $4,844 | $8,390-42.3% | $13,129-63.1% | $7,234-33.0% |