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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 | $98,165 | $99,875-1.7% | $146,866-33.2% | $86,983+12.9% |
| Participation rate | 54.5% | 75.8%-21.3pp | 82.5%-28.0pp | 69.5%-15.0pp |
| Annual return | 23.28% | 28.10%-4.8pp | 102.85%-79.6pp | 25.83%-2.6pp |
| Employer contribution / active EE | $2,419 | $3,224-25.0% | $4,425-45.3% | $2,584-6.4% |
| Participant deferral / active EE | $6,291 | $6,322-0.5% | $7,759-18.9% | $4,194+50.0% |
| Admin fee / account holder | $6,744 | $7,838-14.0% | $13,620-50.5% | $7,856-14.2% |