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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 | $80,727 | $83,485-3.3% | $125,180-35.5% | $72,983+10.6% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.2pp | 69.5%-7.9pp |
| Annual return | 25.16% | 25.78%-0.6pp | 43.79%-18.6pp | 81.01%-55.9pp |
| Employer contribution / active EE | $2,298 | $2,346-2.0% | $3,866-40.6% | $2,440-5.8% |
| Participant deferral / active EE | $3,986 | $3,586+11.2% | $4,937-19.3% | $3,608+10.5% |
| Admin fee / account holder | $2,399 | $5,518-56.5% | $9,703-75.3% | $5,124-53.2% |