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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 | $86,314 | $106,524-19.0% | $152,301-43.3% | $87,485-1.3% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.4%-14.4pp | 68.9%-0.9pp |
| Annual return | 19.58% | 26.89%-7.3pp | 80.50%-60.9pp | 26.06%-6.5pp |
| Employer contribution / active EE | $3,117 | $3,371-7.5% | $4,624-32.6% | $2,596+20.1% |
| Participant deferral / active EE | $7,072 | $6,525+8.4% | $8,004-11.6% | $4,274+65.5% |
| Admin fee / account holder | $5,399 | $8,287-34.8% | $14,398-62.5% | $7,775-30.6% |