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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 | $101,205 | $112,729-10.2% | $98,716+2.5% | $137,256-26.3% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.3%-4.3pp | 80.0%-15.0pp |
| Annual return | 13.90% | 38.48%-24.6pp | 31.81%-17.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,363 | $2,725-13.3% | $2,279+3.7% | $4,156-43.1% |
| Participant deferral / active EE | $3,379 | $4,640-27.2% | $4,048-16.5% | $6,407-47.3% |
| Admin fee / account holder | $8,360 | $10,129-17.5% | $8,703-3.9% | $12,270-31.9% |