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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 | $97,746 | $106,524-8.2% | $152,301-35.8% | $87,485+11.7% |
| Participation rate | 56.8% | 75.8%-19.0pp | 82.4%-25.7pp | 68.9%-12.2pp |
| Annual return | 17.83% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,378 | $3,371-29.5% | $4,624-48.6% | $2,596-8.4% |
| Participant deferral / active EE | $6,689 | $6,525+2.5% | $8,004-16.4% | $4,274+56.5% |
| Admin fee / account holder | $3,694 | $8,287-55.4% | $14,398-74.3% | $7,775-52.5% |