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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 | $95,810 | $138,386-30.8% | $184,260-48.0% | $80,935+18.4% |
| Participation rate | 67.4% | 83.9%-16.5pp | 86.8%-19.4pp | 67.7%-0.3pp |
| Annual return | 14.17% | 20.02%-5.8pp | 28.84%-14.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $2,396 | $4,851-50.6% | $6,427-62.7% | $2,757-13.1% |
| Participant deferral / active EE | $6,212 | $7,076-12.2% | $9,133-32.0% | $4,299+44.5% |
| Admin fee / account holder | $7,516 | $10,489-28.3% | $13,898-45.9% | $6,924+8.5% |