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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 | $98,804 | $97,550+1.3% | $120,344-17.9% | $87,485+12.9% |
| Participation rate | 60.5% | 72.8%-12.4pp | 76.7%-16.2pp | 68.9%-8.5pp |
| Annual return | 19.54% | 18.41%+1.1pp | 20.30%-0.8pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,327 | $2,291-42.1% | $3,020-56.1% | $2,596-48.9% |
| Participant deferral / active EE | $2,878 | $4,230-32.0% | $5,135-43.9% | $4,274-32.7% |
| Admin fee / account holder | $6,048 | $9,543-36.6% | $12,742-52.5% | $7,775-22.2% |