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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 | $80,760 | $72,272+11.7% | $101,264-20.2% | $79,858+1.1% |
| Participation rate | 58.7% | 68.5%-9.8pp | 75.8%-17.1pp | 69.6%-11.0pp |
| Annual return | 31.25% | 22.30%+9.0pp | 46.48%-15.2pp | 31.72%-0.5pp |
| Employer contribution / active EE | $895 | $2,692-66.7% | $3,660-75.5% | $2,471-63.8% |
| Participant deferral / active EE | $2,525 | $3,282-23.0% | $4,370-42.2% | $3,740-32.5% |
| Admin fee / account holder | $7,408 | $4,401+68.3% | $5,947+24.6% | $5,306+39.6% |