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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 | $85,228 | $75,541+12.8% | $152,093-44.0% | $82,637+3.1% |
| Participation rate | 61.5% | 66.5%-5.0pp | 77.8%-16.2pp | 68.1%-6.5pp |
| Annual return | 20.88% | 32.56%-11.7pp | 66.36%-45.5pp | 53.51%-32.6pp |
| Employer contribution / active EE | $2,667 | $2,622+1.7% | $4,175-36.1% | $2,552+4.5% |
| Participant deferral / active EE | $6,463 | $3,206+101.6% | $5,451+18.6% | $4,126+56.6% |
| Admin fee / account holder | $3,147 | $6,405-50.9% | $14,497-78.3% | $7,339-57.1% |