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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 | $91,260 | $114,712-20.4% | $173,730-47.5% | $87,485+4.3% |
| Participation rate | 67.4% | 73.0%-5.6pp | 79.6%-12.1pp | 68.9%-1.5pp |
| Annual return | 15.46% | 20.18%-4.7pp | 19.96%-4.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,651 | $2,904-8.7% | $4,577-42.1% | $2,596+2.1% |
| Participant deferral / active EE | $4,425 | $4,642-4.7% | $6,326-30.1% | $4,274+3.5% |
| Admin fee / account holder | $5,497 | $10,210-46.2% | $17,523-68.6% | $7,775-29.3% |