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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 | $99,523 | $106,864-6.9% | $147,318-32.4% | $82,637+20.4% |
| Participation rate | 69.0% | 75.5%-6.5pp | 82.1%-13.0pp | 68.1%+1.0pp |
| Annual return | 20.53% | 27.49%-7.0pp | 70.43%-49.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,833 | $3,417-46.3% | $4,593-60.1% | $2,552-28.2% |
| Participant deferral / active EE | $6,750 | $6,496+3.9% | $7,906-14.6% | $4,126+63.6% |
| Admin fee / account holder | $984 | $8,415-88.3% | $13,708-92.8% | $7,339-86.6% |