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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 | $104,098-10.7% | $140,514-33.9% | $94,015-1.2% |
| Participation rate | 58.1% | 73.7%-15.6pp | 77.8%-19.7pp | 70.8%-12.8pp |
| Annual return | 26.17% | 15.14%+11.0pp | 14.36%+11.8pp | 17.84%+8.3pp |
| Employer contribution / active EE | $1,549 | $2,388-35.2% | $3,378-54.2% | $2,790-44.5% |
| Participant deferral / active EE | $3,511 | $4,033-12.9% | $4,919-28.6% | $4,249-17.4% |
| Admin fee / account holder | $9,899 | $10,439-5.2% | $13,697-27.7% | $8,951+10.6% |