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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 | $85,670 | $97,550-12.2% | $120,344-28.8% | $87,485-2.1% |
| Participation rate | 68.6% | 72.8%-4.3pp | 76.7%-8.1pp | 68.9%-0.4pp |
| Annual return | 14.85% | 18.41%-3.6pp | 20.30%-5.5pp | 26.06%-11.2pp |
| Employer contribution / active EE | $2,445 | $2,291+6.7% | $3,020-19.0% | $2,596-5.8% |
| Participant deferral / active EE | $3,256 | $4,230-23.0% | $5,135-36.6% | $4,274-23.8% |
| Admin fee / account holder | $2,001 | $9,543-79.0% | $12,742-84.3% | $7,775-74.3% |