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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 | $92,322 | $106,864-13.6% | $147,318-37.3% | $82,637+11.7% |
| Participation rate | 65.0% | 75.5%-10.5pp | 82.1%-17.1pp | 68.1%-3.1pp |
| Annual return | 17.43% | 27.49%-10.1pp | 70.43%-53.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,877 | $3,417-45.1% | $4,593-59.1% | $2,552-26.5% |
| Participant deferral / active EE | $5,278 | $6,496-18.7% | $7,906-33.2% | $4,126+27.9% |
| Admin fee / account holder | $2,860 | $8,415-66.0% | $13,708-79.1% | $7,339-61.0% |