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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 | $99,875-22.0% | $146,866-46.9% | $86,983-10.4% |
| Participation rate | 68.3% | 75.8%-7.5pp | 82.5%-14.2pp | 69.5%-1.2pp |
| Annual return | 15.21% | 28.10%-12.9pp | 102.85%-87.6pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,538 | $3,224-52.3% | $4,425-65.2% | $2,584-40.5% |
| Participant deferral / active EE | $9,094 | $6,322+43.8% | $7,759+17.2% | $4,194+116.8% |
| Admin fee / account holder | $4,844 | $7,838-38.2% | $13,620-64.4% | $7,856-38.3% |