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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 | $84,998 | $86,938-2.2% | $102,423-17.0% | $80,925+5.0% |
| Participation rate | 68.1% | 72.4%-4.3pp | 76.5%-8.4pp | 67.7%+0.4pp |
| Annual return | 12.83% | 18.89%-6.1pp | 29.42%-16.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,242 | $2,369-47.6% | $3,023-58.9% | $2,756-54.9% |
| Participant deferral / active EE | $3,165 | $4,120-23.2% | $5,054-37.4% | $4,299-26.4% |
| Admin fee / account holder | $3,084 | $8,053-61.7% | $9,455-67.4% | $6,940-55.6% |