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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 | $90,881 | $106,749-14.9% | $145,433-37.5% | $82,448+10.2% |
| Participation rate | 64.9% | 75.6%-10.8pp | 82.1%-17.3pp | 68.1%-3.2pp |
| Annual return | 19.66% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,577 | $3,444-25.2% | $4,554-43.4% | $2,551+1.0% |
| Participant deferral / active EE | $9,773 | $6,519+49.9% | $7,897+23.8% | $4,139+136.1% |
| Admin fee / account holder | $2,870 | $8,390-65.8% | $13,129-78.1% | $7,234-60.3% |