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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 | $114,712-21.3% | $173,730-48.0% | $87,485+3.2% |
| Participation rate | 57.7% | 73.0%-15.3pp | 79.6%-21.9pp | 68.9%-11.2pp |
| Annual return | 17.26% | 20.18%-2.9pp | 19.96%-2.7pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,163 | $2,904-25.5% | $4,577-52.7% | $2,596-16.7% |
| Participant deferral / active EE | $2,866 | $4,642-38.2% | $6,326-54.7% | $4,274-32.9% |
| Admin fee / account holder | $9,568 | $10,210-6.3% | $17,523-45.4% | $7,775+23.1% |