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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 | $92,929 | $97,550-4.7% | $120,344-22.8% | $87,485+6.2% |
| Participation rate | 58.1% | 72.8%-14.8pp | 76.7%-18.6pp | 68.9%-10.9pp |
| Annual return | 26.17% | 18.41%+7.8pp | 20.30%+5.9pp | 26.06%+0.1pp |
| Employer contribution / active EE | $1,549 | $2,291-32.4% | $3,020-48.7% | $2,596-40.3% |
| Participant deferral / active EE | $3,511 | $4,230-17.0% | $5,135-31.6% | $4,274-17.8% |
| Admin fee / account holder | $9,899 | $9,543+3.7% | $12,742-22.3% | $7,775+27.3% |