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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 | $91,678 | $81,487+12.5% | $102,412-10.5% | $80,935+13.3% |
| Participation rate | 46.4% | 66.8%-20.4pp | 74.5%-28.1pp | 67.7%-21.2pp |
| Annual return | 12.80% | 25.60%-12.8pp | 24.94%-12.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $2,699 | $3,103-13.0% | $3,870-30.3% | $2,757-2.1% |
| Participant deferral / active EE | $4,795 | $3,871+23.9% | $5,060-5.2% | $4,299+11.5% |
| Admin fee / account holder | $6,894 | $6,717+2.6% | $8,388-17.8% | $6,924-0.4% |