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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 | $88,837 | $108,825-18.4% | $156,181-43.1% | $82,448+7.7% |
| Participation rate | 69.2% | 72.4%-3.1pp | 78.8%-9.6pp | 68.1%+1.2pp |
| Annual return | 17.29% | 20.59%-3.3pp | 64.87%-47.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,817 | $2,870-36.7% | $4,294-57.7% | $2,551-28.8% |
| Participant deferral / active EE | $4,647 | $4,577+1.5% | $6,132-24.2% | $4,139+12.3% |
| Admin fee / account holder | $2,270 | $9,341-75.7% | $14,586-84.4% | $7,234-68.6% |