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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 | $71,943 | $101,795-29.3% | $165,100-56.4% | $80,959-11.1% |
| Participation rate | 63.6% | 71.8%-8.2pp | 78.6%-15.0pp | 67.7%-4.0pp |
| Annual return | 20.81% | 16.73%+4.1pp | 70.21%-49.4pp | 35.67%-14.9pp |
| Employer contribution / active EE | $2,935 | $2,954-0.6% | $4,348-32.5% | $2,757+6.5% |
| Participant deferral / active EE | $7,400 | $4,476+65.3% | $6,035+22.6% | $4,300+72.1% |
| Admin fee / account holder | $878 | $8,221-89.3% | $12,696-93.1% | $6,925-87.3% |