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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 | $115,931-21.3% | $185,441-50.8% | $86,983+4.9% |
| Participation rate | 67.4% | 73.6%-6.2pp | 80.3%-12.8pp | 69.5%-2.1pp |
| Annual return | 15.46% | 21.47%-6.0pp | 20.16%-4.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $2,651 | $2,937-9.7% | $4,672-43.3% | $2,584+2.6% |
| Participant deferral / active EE | $4,425 | $4,551-2.8% | $6,152-28.1% | $4,194+5.5% |
| Admin fee / account holder | $5,497 | $10,687-48.6% | $17,890-69.3% | $7,856-30.0% |