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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 | $90,265 | $108,825-17.1% | $156,181-42.2% | $82,448+9.5% |
| Participation rate | 57.7% | 72.4%-14.7pp | 78.8%-21.1pp | 68.1%-10.4pp |
| Annual return | 17.26% | 20.59%-3.3pp | 64.87%-47.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,163 | $2,870-24.6% | $4,294-49.6% | $2,551-15.2% |
| Participant deferral / active EE | $2,866 | $4,577-37.4% | $6,132-53.3% | $4,139-30.7% |
| Admin fee / account holder | $9,568 | $9,341+2.4% | $14,586-34.4% | $7,234+32.3% |