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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 | $110,218 | $126,661-13.0% | $113,397-2.8% | $138,895-20.6% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 15.43% | 25.05%-9.6pp | 23.20%-7.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,767 | $3,456-48.9% | $2,977-40.7% | $4,194-57.9% |
| Participant deferral / active EE | $7,502 | $5,693+31.8% | $5,076+47.8% | $6,396+17.3% |
| Admin fee / account holder | $1,463 | $14,549-89.9% | $11,957-87.8% | $12,562-88.4% |