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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 | $95,742 | $101,795-5.9% | $165,100-42.0% | $80,959+18.3% |
| Participation rate | 66.2% | 71.8%-5.7pp | 78.6%-12.5pp | 67.7%-1.5pp |
| Annual return | 17.79% | 16.73%+1.1pp | 70.21%-52.4pp | 35.67%-17.9pp |
| Employer contribution / active EE | $2,632 | $2,954-10.9% | $4,348-39.5% | $2,757-4.5% |
| Participant deferral / active EE | $6,743 | $4,476+50.6% | $6,035+11.7% | $4,300+56.8% |
| Admin fee / account holder | $4,074 | $8,221-50.4% | $12,696-67.9% | $6,925-41.2% |