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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 | $94,182 | $106,864-11.9% | $147,318-36.1% | $82,637+14.0% |
| Participation rate | 64.5% | 75.5%-11.0pp | 82.1%-17.5pp | 68.1%-3.5pp |
| Annual return | 17.52% | 27.49%-10.0pp | 70.43%-52.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $2,264 | $3,417-33.7% | $4,593-50.7% | $2,552-11.3% |
| Participant deferral / active EE | $5,346 | $6,496-17.7% | $7,906-32.4% | $4,126+29.6% |
| Admin fee / account holder | $7,614 | $8,415-9.5% | $13,708-44.5% | $7,339+3.8% |