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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 | $95,404-7.4% | $113,397-22.1% | $82,637+7.0% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 15.76% | 19.08%-3.3pp | 23.20%-7.4pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,800 | $2,307-22.0% | $2,977-39.5% | $2,552-29.5% |
| Participant deferral / active EE | $8,482 | $4,220+101.0% | $5,076+67.1% | $4,126+105.6% |
| Admin fee / account holder | $9,927 | $9,168+8.3% | $11,957-17.0% | $7,339+35.3% |