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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 | $91,324 | $106,524-14.3% | $152,301-40.0% | $87,485+4.4% |
| Participation rate | 68.4% | 75.8%-7.3pp | 82.4%-14.0pp | 68.9%-0.5pp |
| Annual return | 20.43% | 26.89%-6.5pp | 80.50%-60.1pp | 26.06%-5.6pp |
| Employer contribution / active EE | $3,089 | $3,371-8.4% | $4,624-33.2% | $2,596+19.0% |
| Participant deferral / active EE | $6,726 | $6,525+3.1% | $8,004-16.0% | $4,274+57.4% |
| Admin fee / account holder | $24,048 | $8,287+190.2% | $14,398+67.0% | $7,775+209.3% |