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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 | $81,342 | $92,041-11.6% | $299,830-72.9% | $94,015-13.5% |
| Participation rate | 69.2% | 71.4%-2.2pp | 78.5%-9.3pp | 70.8%-1.6pp |
| Annual return | 13.57% | 15.24%-1.7pp | 10.58%+3.0pp | 17.84%-4.3pp |
| Employer contribution / active EE | $3,996 | $2,506+59.5% | $5,842-31.6% | $2,790+43.2% |
| Participant deferral / active EE | $4,413 | $4,287+2.9% | $7,038-37.3% | $4,249+3.8% |
| Admin fee / account holder | $1,236 | $8,997-86.3% | $50,982-97.6% | $8,951-86.2% |