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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 | $99,412 | $78,013+27.4% | $178,449-44.3% | $80,911+22.9% |
| Participation rate | 61.8% | 65.7%-3.9pp | 77.1%-15.3pp | 67.6%-5.9pp |
| Annual return | 13.22% | 18.07%-4.8pp | 27.09%-13.9pp | 35.63%-22.4pp |
| Employer contribution / active EE | $1,763 | $2,287-22.9% | $3,951-55.4% | $2,756-36.0% |
| Participant deferral / active EE | $3,257 | $4,408-26.1% | $6,277-48.1% | $4,297-24.2% |
| Admin fee / account holder | $6,108 | $7,166-14.8% | $10,362-41.1% | $6,935-11.9% |