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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 | $100,194-7.3% | $122,979-24.4% | $86,983+6.8% |
| Participation rate | 58.1% | 73.0%-14.9pp | 77.2%-19.1pp | 69.5%-11.5pp |
| Annual return | 26.17% | 16.47%+9.7pp | 20.12%+6.1pp | 25.83%+0.3pp |
| Employer contribution / active EE | $1,549 | $2,326-33.4% | $3,062-49.4% | $2,584-40.1% |
| Participant deferral / active EE | $3,511 | $4,133-15.1% | $5,003-29.8% | $4,194-16.3% |
| Admin fee / account holder | $9,899 | $10,148-2.5% | $12,864-23.1% | $7,856+26.0% |