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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 | $93,228 | $106,749-12.7% | $145,433-35.9% | $82,448+13.1% |
| Participation rate | 61.5% | 75.6%-14.1pp | 82.1%-20.6pp | 68.1%-6.5pp |
| Annual return | 19.31% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,433 | $3,444-29.4% | $4,554-46.6% | $2,551-4.6% |
| Participant deferral / active EE | $7,643 | $6,519+17.3% | $7,897-3.2% | $4,139+84.7% |
| Admin fee / account holder | $3,091 | $8,390-63.2% | $13,129-76.5% | $7,234-57.3% |