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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 | $92,502 | $114,712-19.4% | $173,730-46.8% | $87,485+5.7% |
| Participation rate | 65.8% | 73.0%-7.2pp | 79.6%-13.8pp | 68.9%-3.1pp |
| Annual return | 17.58% | 20.18%-2.6pp | 19.96%-2.4pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,762 | $2,904-39.3% | $4,577-61.5% | $2,596-32.1% |
| Participant deferral / active EE | $3,820 | $4,642-17.7% | $6,326-39.6% | $4,274-10.6% |
| Admin fee / account holder | $3,251 | $10,210-68.2% | $17,523-81.4% | $7,775-58.2% |