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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 | $97,203 | $106,749-8.9% | $145,433-33.2% | $82,448+17.9% |
| Participation rate | 64.8% | 75.6%-10.8pp | 82.1%-17.3pp | 68.1%-3.3pp |
| Annual return | 22.86% | 27.59%-4.7pp | 66.58%-43.7pp | 41.64%-18.8pp |
| Employer contribution / active EE | $4,312 | $3,444+25.2% | $4,554-5.3% | $2,551+69.0% |
| Participant deferral / active EE | $6,438 | $6,519-1.2% | $7,897-18.5% | $4,139+55.5% |
| Admin fee / account holder | $1,834 | $8,390-78.1% | $13,129-86.0% | $7,234-74.6% |