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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 | $95,802 | $97,550-1.8% | $120,344-20.4% | $87,485+9.5% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 18.04% | 18.41%-0.4pp | 20.30%-2.3pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,157 | $2,291-5.9% | $3,020-28.6% | $2,596-16.9% |
| Participant deferral / active EE | $5,044 | $4,230+19.2% | $5,135-1.8% | $4,274+18.0% |
| Admin fee / account holder | $3,593 | $9,543-62.3% | $12,742-71.8% | $7,775-53.8% |