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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 | $97,925 | $106,524-8.1% | $152,301-35.7% | $87,485+11.9% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.4%-14.6pp | 68.9%-1.1pp |
| Annual return | 23.82% | 26.89%-3.1pp | 80.50%-56.7pp | 26.06%-2.2pp |
| Employer contribution / active EE | $3,704 | $3,371+9.9% | $4,624-19.9% | $2,596+42.7% |
| Participant deferral / active EE | $7,358 | $6,525+12.8% | $8,004-8.1% | $4,274+72.2% |
| Admin fee / account holder | $5,218 | $8,287-37.0% | $14,398-63.8% | $7,775-32.9% |