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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 | $95,404-2.6% | $113,397-18.0% | $82,637+12.5% |
| Participation rate | 58.1% | 72.8%-14.8pp | 76.5%-18.4pp | 68.1%-10.0pp |
| Annual return | 26.17% | 19.08%+7.1pp | 23.20%+3.0pp | 53.51%-27.3pp |
| Employer contribution / active EE | $1,549 | $2,307-32.9% | $2,977-48.0% | $2,552-39.3% |
| Participant deferral / active EE | $3,511 | $4,220-16.8% | $5,076-30.8% | $4,126-14.9% |
| Admin fee / account holder | $9,899 | $9,168+8.0% | $11,957-17.2% | $7,339+34.9% |