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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 | $84,353 | $108,825-22.5% | $156,181-46.0% | $82,448+2.3% |
| Participation rate | 63.2% | 72.4%-9.2pp | 78.8%-15.7pp | 68.1%-4.9pp |
| Annual return | 15.54% | 20.59%-5.1pp | 64.87%-49.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $990 | $2,870-65.5% | $4,294-76.9% | $2,551-61.2% |
| Participant deferral / active EE | $3,791 | $4,577-17.2% | $6,132-38.2% | $4,139-8.4% |
| Admin fee / account holder | $1,226 | $9,341-86.9% | $14,586-91.6% | $7,234-83.0% |