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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 | $110,137-17.1% | $161,149-43.4% | $82,637+10.4% |
| Participation rate | 67.4% | 72.4%-4.9pp | 78.8%-11.4pp | 68.1%-0.6pp |
| Annual return | 15.46% | 20.69%-5.2pp | 21.16%-5.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,651 | $2,856-7.2% | $4,360-39.2% | $2,552+3.9% |
| Participant deferral / active EE | $4,425 | $4,575-3.3% | $6,153-28.1% | $4,126+7.2% |
| Admin fee / account holder | $5,497 | $9,467-41.9% | $15,194-63.8% | $7,339-25.1% |