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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 | $87,592 | $145,431-39.8% | $211,142-58.5% | $87,485+0.1% |
| Participation rate | 62.5% | 84.7%-22.2pp | 87.3%-24.8pp | 68.9%-6.4pp |
| Annual return | 14.38% | 27.21%-12.8pp | 46.84%-32.5pp | 26.06%-11.7pp |
| Employer contribution / active EE | $2,830 | $4,662-39.3% | $6,442-56.1% | $2,596+9.0% |
| Participant deferral / active EE | $6,122 | $6,859-10.7% | $9,284-34.1% | $4,274+43.2% |
| Admin fee / account holder | $8,439 | $17,052-50.5% | $19,076-55.8% | $7,775+8.5% |