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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 | $106,749-14.4% | $145,433-37.2% | $82,448+10.8% |
| Participation rate | 68.4% | 75.6%-7.2pp | 82.1%-13.7pp | 68.1%+0.4pp |
| Annual return | 20.43% | 27.59%-7.2pp | 66.58%-46.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $3,089 | $3,444-10.3% | $4,554-32.2% | $2,551+21.1% |
| Participant deferral / active EE | $6,726 | $6,519+3.2% | $7,897-14.8% | $4,139+62.5% |
| Admin fee / account holder | $24,048 | $8,390+186.6% | $13,129+83.2% | $7,234+232.4% |