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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 | $78,736 | $83,045-5.2% | $130,045-39.5% | $71,511+10.1% |
| Participation rate | 68.0% | 74.1%-6.1pp | 78.5%-10.5pp | 67.9%+0.1pp |
| Annual return | 17.52% | 20.61%-3.1pp | -137.30%+154.8pp | 28.86%-11.3pp |
| Employer contribution / active EE | $2,283 | $2,623-13.0% | $4,321-47.2% | $2,589-11.8% |
| Participant deferral / active EE | $5,092 | $4,436+14.8% | $5,820-12.5% | $4,291+18.7% |
| Admin fee / account holder | $2,082 | $1,727+20.5% | $10,600-80.4% | $1,588+31.1% |