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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 | $115,931-16.1% | $185,441-47.6% | $86,983+11.8% |
| Participation rate | 69.7% | 73.6%-3.9pp | 80.3%-10.5pp | 69.5%+0.2pp |
| Annual return | 13.57% | 21.47%-7.9pp | 20.16%-6.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $1,763 | $2,937-40.0% | $4,672-62.3% | $2,584-31.8% |
| Participant deferral / active EE | $4,642 | $4,551+2.0% | $6,152-24.5% | $4,194+10.7% |
| Admin fee / account holder | $3,408 | $10,687-68.1% | $17,890-81.0% | $7,856-56.6% |