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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 | $78,944 | $123,793-36.2% | $177,840-55.6% | $79,852-1.1% |
| Participation rate | 67.6% | 84.7%-17.0pp | 87.7%-20.1pp | 69.6%-2.0pp |
| Annual return | 21.97% | 22.82%-0.9pp | 48.32%-26.4pp | 31.72%-9.8pp |
| Employer contribution / active EE | $2,042 | $4,095-50.1% | $5,919-65.5% | $2,471-17.4% |
| Participant deferral / active EE | $6,633 | $5,956+11.4% | $7,714-14.0% | $3,740+77.3% |
| Admin fee / account holder | $1,606 | $7,243-77.8% | $12,431-87.1% | $5,306-69.7% |