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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 | $90,843 | $78,027+16.4% | $178,528-49.1% | $80,925+12.3% |
| Participation rate | 67.3% | 65.7%+1.6pp | 77.1%-9.8pp | 67.7%-0.4pp |
| Annual return | 12.89% | 18.09%-5.2pp | 27.11%-14.2pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,749 | $2,281-23.3% | $3,950-55.7% | $2,756-36.5% |
| Participant deferral / active EE | $4,288 | $4,408-2.7% | $6,278-31.7% | $4,299-0.2% |
| Admin fee / account holder | $4,038 | $7,168-43.7% | $10,419-61.2% | $6,940-41.8% |