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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 | $95,667 | $81,504+17.4% | $102,437-6.6% | $80,959+18.2% |
| Participation rate | 33.3% | 66.9%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 18.20% | 25.60%-7.4pp | 24.95%-6.7pp | 35.67%-17.5pp |
| Employer contribution / active EE | $2,879 | $3,104-7.2% | $3,871-25.6% | $2,757+4.4% |
| Participant deferral / active EE | $7,178 | $3,871+85.4% | $5,060+41.9% | $4,300+66.9% |
| Admin fee / account holder | $15,418 | $6,719+129.5% | $8,388+83.8% | $6,925+122.6% |