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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 | $79,761 | $112,729-29.2% | $98,716-19.2% | $137,256-41.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 13.85% | 38.48%-24.6pp | 31.81%-18.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,204 | $2,725+17.6% | $2,279+40.6% | $4,156-22.9% |
| Participant deferral / active EE | $6,417 | $4,640+38.3% | $4,048+58.5% | $6,407+0.2% |
| Admin fee / account holder | $3,224 | $10,129-68.2% | $8,703-63.0% | $12,270-73.7% |