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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 | $97,242 | $110,137-11.7% | $161,149-39.7% | $82,637+17.7% |
| Participation rate | 69.7% | 72.4%-2.6pp | 78.8%-9.1pp | 68.1%+1.7pp |
| Annual return | 13.57% | 20.69%-7.1pp | 21.16%-7.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,763 | $2,856-38.3% | $4,360-59.6% | $2,552-30.9% |
| Participant deferral / active EE | $4,642 | $4,575+1.5% | $6,153-24.6% | $4,126+12.5% |
| Admin fee / account holder | $3,408 | $9,467-64.0% | $15,194-77.6% | $7,339-53.6% |