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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 | $84,510 | $81,476+3.7% | $102,383-17.5% | $80,925+4.4% |
| Participation rate | 59.3% | 66.8%-7.5pp | 74.5%-15.2pp | 67.7%-8.3pp |
| Annual return | 20.71% | 25.59%-4.9pp | 24.94%-4.2pp | 35.65%-14.9pp |
| Employer contribution / active EE | $2,017 | $3,105-35.0% | $3,870-47.9% | $2,756-26.8% |
| Participant deferral / active EE | $3,852 | $3,871-0.5% | $5,060-23.9% | $4,299-10.4% |
| Admin fee / account holder | $41,079 | $6,717+511.5% | $8,391+389.5% | $6,940+491.9% |