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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 | $81,333 | $101,798-20.1% | $165,071-50.7% | $80,935+0.5% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 21.36% | 16.73%+4.6pp | 70.17%-48.8pp | 35.66%-14.3pp |
| Employer contribution / active EE | $2,542 | $2,954-13.9% | $4,347-41.5% | $2,757-7.8% |
| Participant deferral / active EE | $7,106 | $4,476+58.7% | $6,035+17.7% | $4,299+65.3% |
| Admin fee / account holder | $2,794 | $8,221-66.0% | $12,695-78.0% | $6,924-59.7% |