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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 | $68,850 | $85,515-19.5% | $112,040-38.5% | $67,986+1.3% |
| Participation rate | 63.2% | 68.2%-5.0pp | 76.5%-13.3pp | 57.2%+6.0pp |
| Annual return | 17.94% | 29.68%-11.7pp | 24.52%-6.6pp | 31.67%-13.7pp |
| Employer contribution / active EE | $1,956 | $2,191-10.7% | $2,954-33.8% | $2,019-3.1% |
| Participant deferral / active EE | $4,221 | $4,014+5.2% | $5,098-17.2% | $3,358+25.7% |
| Admin fee / account holder | $920 | $3,774-75.6% | $12,098-92.4% | $3,203-71.3% |