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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 | $91,043 | $106,749-14.7% | $145,433-37.4% | $82,448+10.4% |
| Participation rate | 66.2% | 75.6%-9.5pp | 82.1%-16.0pp | 68.1%-1.9pp |
| Annual return | 14.56% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,160 | $3,444-37.3% | $4,554-52.6% | $2,551-15.3% |
| Participant deferral / active EE | $4,408 | $6,519-32.4% | $7,897-44.2% | $4,139+6.5% |
| Admin fee / account holder | $4,184 | $8,390-50.1% | $13,129-68.1% | $7,234-42.2% |