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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 | $89,904 | $95,453-5.8% | $112,040-19.8% | $82,448+9.0% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.5%-7.3pp | 68.1%+1.2pp |
| Annual return | 14.26% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,450 | $2,318-37.4% | $2,954-50.9% | $2,551-43.2% |
| Participant deferral / active EE | $3,924 | $4,224-7.1% | $5,098-23.0% | $4,139-5.2% |
| Admin fee / account holder | $6,573 | $9,013-27.1% | $12,098-45.7% | $7,234-9.1% |