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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 | $86,909 | $108,825-20.1% | $156,181-44.4% | $82,448+5.4% |
| Participation rate | 69.7% | 72.4%-2.7pp | 78.8%-9.1pp | 68.1%+1.6pp |
| Annual return | 14.77% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,143 | $2,870-25.3% | $4,294-50.1% | $2,551-16.0% |
| Participant deferral / active EE | $6,029 | $4,577+31.7% | $6,132-1.7% | $4,139+45.7% |
| Admin fee / account holder | $7,300 | $9,341-21.8% | $14,586-49.9% | $7,234+0.9% |