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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 | $106,749-25.1% | $145,433-45.0% | $82,448-3.0% |
| Participation rate | 64.2% | 75.6%-11.5pp | 82.1%-18.0pp | 68.1%-3.9pp |
| Annual return | 15.31% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,967 | $3,444-42.9% | $4,554-56.8% | $2,551-22.9% |
| Participant deferral / active EE | $7,868 | $6,519+20.7% | $7,897-0.4% | $4,139+90.1% |
| Admin fee / account holder | $12,817 | $8,390+52.8% | $13,129-2.4% | $7,234+77.2% |