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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 | $118,342 | $146,267-19.1% | $197,124-40.0% | $82,448+43.5% |
| Participation rate | 63.6% | 84.0%-20.4pp | 86.7%-23.1pp | 68.1%-4.4pp |
| Annual return | 41.40% | 29.61%+11.8pp | 44.34%-2.9pp | 41.64%-0.2pp |
| Employer contribution / active EE | $2,223 | $4,723-52.9% | $6,227-64.3% | $2,551-12.9% |
| Participant deferral / active EE | $4,402 | $7,035-37.4% | $9,135-51.8% | $4,139+6.4% |
| Admin fee / account holder | $799 | $14,422-94.5% | $16,298-95.1% | $7,234-89.0% |