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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 | $78,200 | $80,332-2.7% | $107,187-27.0% | $64,097+22.0% |
| Participation rate | 48.4% | 54.4%-6.0pp | 75.0%-26.6pp | 55.2%-6.8pp |
| Annual return | 17.02% | 24.26%-7.2pp | 204.55%-187.5pp | 34.64%-17.6pp |
| Employer contribution / active EE | $1,804 | $2,501-27.9% | $3,782-52.3% | $1,891-4.6% |
| Participant deferral / active EE | $3,184 | $3,109+2.4% | $5,096-37.5% | $3,080+3.4% |
| Admin fee / account holder | $4,350 | $4,314+0.8% | $9,162-52.5% | $3,454+25.9% |