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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 | $86,524 | $106,524-18.8% | $152,301-43.2% | $87,485-1.1% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.4%-14.8pp | 68.9%-1.3pp |
| Annual return | 20.94% | 26.89%-5.9pp | 80.50%-59.6pp | 26.06%-5.1pp |
| Employer contribution / active EE | $1,828 | $3,371-45.8% | $4,624-60.5% | $2,596-29.6% |
| Participant deferral / active EE | $7,597 | $6,525+16.4% | $8,004-5.1% | $4,274+77.8% |
| Admin fee / account holder | $3,393 | $8,287-59.1% | $14,398-76.4% | $7,775-56.4% |