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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 | $112,571 | $123,793-9.1% | $177,840-36.7% | $79,852+41.0% |
| Participation rate | 62.0% | 84.7%-22.7pp | 87.7%-25.7pp | 69.6%-7.6pp |
| Annual return | 17.27% | 22.82%-5.6pp | 48.32%-31.1pp | 31.72%-14.5pp |
| Employer contribution / active EE | $1,576 | $4,095-61.5% | $5,919-73.4% | $2,471-36.2% |
| Participant deferral / active EE | $3,389 | $5,956-43.1% | $7,714-56.1% | $3,740-9.4% |
| Admin fee / account holder | $6,591 | $7,243-9.0% | $12,431-47.0% | $5,306+24.2% |