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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 | $79,624 | $81,233-2.0% | $155,567-48.8% | $80,874-1.5% |
| Participation rate | 68.6% | 66.2%+2.3pp | 78.2%-9.6pp | 67.6%+0.9pp |
| Annual return | 14.59% | 33.33%-18.7pp | 64.74%-50.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,147 | $3,101-63.0% | $4,674-75.5% | $2,756-58.4% |
| Participant deferral / active EE | $3,669 | $3,452+6.3% | $5,628-34.8% | $4,297-14.6% |
| Admin fee / account holder | $12,352 | $7,998+54.4% | $15,916-22.4% | $6,935+78.1% |