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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 | $82,230 | $95,404-13.8% | $113,397-27.5% | $82,637-0.5% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.5%-8.2pp | 68.1%+0.2pp |
| Annual return | 14.37% | 19.08%-4.7pp | 23.20%-8.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $2,462 | $2,307+6.7% | $2,977-17.3% | $2,552-3.5% |
| Participant deferral / active EE | $6,589 | $4,220+56.1% | $5,076+29.8% | $4,126+59.7% |
| Admin fee / account holder | $3,904 | $9,168-57.4% | $11,957-67.4% | $7,339-46.8% |