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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 | $98,871 | $104,098-5.0% | $140,514-29.6% | $94,015+5.2% |
| Participation rate | 61.6% | 73.7%-12.1pp | 77.8%-16.2pp | 70.8%-9.2pp |
| Annual return | 26.76% | 15.14%+11.6pp | 14.36%+12.4pp | 17.84%+8.9pp |
| Employer contribution / active EE | $1,835 | $2,388-23.1% | $3,378-45.7% | $2,790-34.2% |
| Participant deferral / active EE | $4,185 | $4,033+3.8% | $4,919-14.9% | $4,249-1.5% |
| Admin fee / account holder | $1,555 | $10,439-85.1% | $13,697-88.6% | $8,951-82.6% |