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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 | $92,057 | $106,749-13.8% | $145,433-36.7% | $82,448+11.7% |
| Participation rate | 66.2% | 75.6%-9.5pp | 82.1%-15.9pp | 68.1%-1.9pp |
| Annual return | 19.44% | 27.59%-8.2pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,273 | $3,444-5.0% | $4,554-28.1% | $2,551+28.3% |
| Participant deferral / active EE | $7,181 | $6,519+10.2% | $7,897-9.1% | $4,139+73.5% |
| Admin fee / account holder | $2,373 | $8,390-71.7% | $13,129-81.9% | $7,234-67.2% |