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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 | $94,910 | $106,864-11.2% | $147,318-35.6% | $82,637+14.9% |
| Participation rate | 65.4% | 75.5%-10.1pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 20.12% | 27.49%-7.4pp | 70.43%-50.3pp | 53.51%-33.4pp |
| Employer contribution / active EE | $1,853 | $3,417-45.8% | $4,593-59.7% | $2,552-27.4% |
| Participant deferral / active EE | $6,132 | $6,496-5.6% | $7,906-22.4% | $4,126+48.6% |
| Admin fee / account holder | $604 | $8,415-92.8% | $13,708-95.6% | $7,339-91.8% |