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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 | $88,390 | $95,453-7.4% | $112,040-21.1% | $82,448+7.2% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 15.76% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,800 | $2,318-22.3% | $2,954-39.1% | $2,551-29.4% |
| Participant deferral / active EE | $8,482 | $4,224+100.8% | $5,098+66.4% | $4,139+104.9% |
| Admin fee / account holder | $9,927 | $9,013+10.1% | $12,098-17.9% | $7,234+37.2% |