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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 | $95,002 | $95,453-0.5% | $112,040-15.2% | $82,448+15.2% |
| Participation rate | 65.5% | 72.8%-7.2pp | 76.5%-11.0pp | 68.1%-2.6pp |
| Annual return | 14.82% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,733 | $2,318-25.2% | $2,954-41.3% | $2,551-32.1% |
| Participant deferral / active EE | $3,971 | $4,224-6.0% | $5,098-22.1% | $4,139-4.1% |
| Admin fee / account holder | $2,031 | $9,013-77.5% | $12,098-83.2% | $7,234-71.9% |