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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 | $87,844 | $106,749-17.7% | $145,433-39.6% | $82,448+6.5% |
| Participation rate | 67.6% | 75.6%-8.0pp | 82.1%-14.5pp | 68.1%-0.4pp |
| Annual return | 18.83% | 27.59%-8.8pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $3,232 | $3,444-6.2% | $4,554-29.0% | $2,551+26.7% |
| Participant deferral / active EE | $6,527 | $6,519+0.1% | $7,897-17.4% | $4,139+57.7% |
| Admin fee / account holder | $3,453 | $8,390-58.8% | $13,129-73.7% | $7,234-52.3% |