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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 | $86,686 | $106,864-18.9% | $147,318-41.2% | $82,637+4.9% |
| Participation rate | 64.3% | 75.5%-11.2pp | 82.1%-17.8pp | 68.1%-3.8pp |
| Annual return | 35.85% | 27.49%+8.4pp | 70.43%-34.6pp | 53.51%-17.7pp |
| Employer contribution / active EE | $2,659 | $3,417-22.2% | $4,593-42.1% | $2,552+4.2% |
| Participant deferral / active EE | $5,760 | $6,496-11.3% | $7,906-27.1% | $4,126+39.6% |
| Admin fee / account holder | $13,812 | $8,415+64.1% | $13,708+0.8% | $7,339+88.2% |