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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 | $83,783 | $81,504+2.8% | $102,437-18.2% | $80,959+3.5% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 12.30% | 25.60%-13.3pp | 24.95%-12.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,228 | $3,104-28.2% | $3,871-42.4% | $2,757-19.2% |
| Participant deferral / active EE | $4,866 | $3,871+25.7% | $5,060-3.8% | $4,300+13.1% |
| Admin fee / account holder | $10,369 | $6,719+54.3% | $8,388+23.6% | $6,925+49.7% |