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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 | $99,320 | $115,931-14.3% | $185,441-46.4% | $86,983+14.2% |
| Participation rate | 68.3% | 73.6%-5.4pp | 80.3%-12.0pp | 69.5%-1.3pp |
| Annual return | 14.06% | 21.47%-7.4pp | 20.16%-6.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $3,046 | $2,937+3.7% | $4,672-34.8% | $2,584+17.8% |
| Participant deferral / active EE | $3,952 | $4,551-13.2% | $6,152-35.8% | $4,194-5.8% |
| Admin fee / account holder | $15,524 | $10,687+45.3% | $17,890-13.2% | $7,856+97.6% |