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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 | $83,187 | $83,485-0.4% | $125,192-33.6% | $72,975+14.0% |
| Participation rate | 65.1% | 73.3%-8.2pp | 79.8%-14.7pp | 69.5%-4.4pp |
| Annual return | 23.34% | 25.77%-2.4pp | 43.79%-20.5pp | 81.01%-57.7pp |
| Employer contribution / active EE | $2,198 | $2,346-6.3% | $3,866-43.1% | $2,440-9.9% |
| Participant deferral / active EE | $5,284 | $3,586+47.3% | $4,937+7.0% | $3,608+46.5% |
| Admin fee / account holder | $2,790 | $5,518-49.4% | $9,704-71.3% | $5,124-45.6% |