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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 | $95,404-10.2% | $113,397-24.5% | $82,637+3.7% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.5%-7.9pp | 68.1%+0.5pp |
| Annual return | 14.85% | 19.08%-4.2pp | 23.20%-8.3pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,445 | $2,307+6.0% | $2,977-17.9% | $2,552-4.2% |
| Participant deferral / active EE | $3,256 | $4,220-22.8% | $5,076-35.9% | $4,126-21.1% |
| Admin fee / account holder | $2,001 | $9,168-78.2% | $11,957-83.3% | $7,339-72.7% |