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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 | $95,404-0.4% | $113,397-16.2% | $82,637+15.0% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.5%-11.0pp | 68.1%-2.5pp |
| Annual return | 14.82% | 19.08%-4.3pp | 23.20%-8.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,733 | $2,307-24.9% | $2,977-41.8% | $2,552-32.1% |
| Participant deferral / active EE | $3,971 | $4,220-5.9% | $5,076-21.8% | $4,126-3.8% |
| Admin fee / account holder | $2,031 | $9,168-77.8% | $11,957-83.0% | $7,339-72.3% |