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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 | $96,589 | $100,784-4.2% | $191,597-49.6% | $82,637+16.9% |
| Participation rate | 67.7% | 70.5%-2.8pp | 76.9%-9.2pp | 68.1%-0.4pp |
| Annual return | 17.25% | 18.13%-0.9pp | 27.07%-9.8pp | 53.51%-36.3pp |
| Employer contribution / active EE | $4,574 | $3,102+47.4% | $5,025-9.0% | $2,552+79.2% |
| Participant deferral / active EE | $4,735 | $4,937-4.1% | $6,850-30.9% | $4,126+14.8% |
| Admin fee / account holder | $2,775 | $10,062-72.4% | $22,799-87.8% | $7,339-62.2% |