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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 | $87,509 | $95,453-8.3% | $112,040-21.9% | $82,448+6.1% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.5%-19.3pp | 68.1%-10.9pp |
| Annual return | 17.46% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,227 | $2,318-47.1% | $2,954-58.5% | $2,551-51.9% |
| Participant deferral / active EE | $3,411 | $4,224-19.2% | $5,098-33.1% | $4,139-17.6% |
| Admin fee / account holder | $3,070 | $9,013-65.9% | $12,098-74.6% | $7,234-57.6% |