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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 | $88,561 | $106,864-17.1% | $147,318-39.9% | $82,637+7.2% |
| Participation rate | 61.9% | 75.5%-13.6pp | 82.1%-20.2pp | 68.1%-6.1pp |
| Annual return | 31.60% | 27.49%+4.1pp | 70.43%-38.8pp | 53.51%-21.9pp |
| Employer contribution / active EE | $2,586 | $3,417-24.3% | $4,593-43.7% | $2,552+1.3% |
| Participant deferral / active EE | $5,956 | $6,496-8.3% | $7,906-24.7% | $4,126+44.3% |
| Admin fee / account holder | $8,723 | $8,415+3.7% | $13,708-36.4% | $7,339+18.9% |