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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 | $79,966 | $99,875-19.9% | $146,866-45.6% | $86,983-8.1% |
| Participation rate | 64.2% | 75.8%-11.7pp | 82.5%-18.4pp | 69.5%-5.4pp |
| Annual return | 15.31% | 28.10%-12.8pp | 102.85%-87.5pp | 25.83%-10.5pp |
| Employer contribution / active EE | $1,967 | $3,224-39.0% | $4,425-55.5% | $2,584-23.9% |
| Participant deferral / active EE | $7,868 | $6,322+24.4% | $7,759+1.4% | $4,194+87.6% |
| Admin fee / account holder | $12,817 | $7,838+63.5% | $13,620-5.9% | $7,856+63.1% |