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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 | $82,546 | $106,524-22.5% | $152,301-45.8% | $87,485-5.6% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.4%-16.4pp | 68.9%-2.9pp |
| Annual return | 19.38% | 26.89%-7.5pp | 80.50%-61.1pp | 26.06%-6.7pp |
| Employer contribution / active EE | $2,349 | $3,371-30.3% | $4,624-49.2% | $2,596-9.5% |
| Participant deferral / active EE | $7,633 | $6,525+17.0% | $8,004-4.6% | $4,274+78.6% |
| Admin fee / account holder | $479 | $8,287-94.2% | $14,398-96.7% | $7,775-93.8% |