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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 | $123,478-25.1% | $216,567-57.3% | $94,015-1.6% |
| Participation rate | 65.8% | 75.1%-9.3pp | 81.6%-15.9pp | 70.8%-5.0pp |
| Annual return | 17.58% | 23.61%-6.0pp | 12.94%+4.6pp | 17.84%-0.3pp |
| Employer contribution / active EE | $1,762 | $3,136-43.8% | $5,216-66.2% | $2,790-36.8% |
| Participant deferral / active EE | $3,820 | $4,556-16.2% | $6,191-38.3% | $4,249-10.1% |
| Admin fee / account holder | $3,251 | $12,753-74.5% | $21,981-85.2% | $8,951-63.7% |