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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 | $106,524-13.6% | $152,301-39.6% | $87,485+5.2% |
| Participation rate | 66.2% | 75.8%-9.6pp | 82.4%-16.3pp | 68.9%-2.8pp |
| Annual return | 19.44% | 26.89%-7.5pp | 80.50%-61.1pp | 26.06%-6.6pp |
| Employer contribution / active EE | $3,273 | $3,371-2.9% | $4,624-29.2% | $2,596+26.1% |
| Participant deferral / active EE | $7,181 | $6,525+10.1% | $8,004-10.3% | $4,274+68.0% |
| Admin fee / account holder | $2,373 | $8,287-71.4% | $14,398-83.5% | $7,775-69.5% |