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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 | $95,922 | $114,712-16.4% | $173,730-44.8% | $87,485+9.6% |
| Participation rate | 68.1% | 73.0%-4.9pp | 79.6%-11.5pp | 68.9%-0.8pp |
| Annual return | 13.27% | 20.18%-6.9pp | 19.96%-6.7pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,660 | $2,904-8.4% | $4,577-41.9% | $2,596+2.4% |
| Participant deferral / active EE | $2,381 | $4,642-48.7% | $6,326-62.4% | $4,274-44.3% |
| Admin fee / account holder | $6,147 | $10,210-39.8% | $17,523-64.9% | $7,775-20.9% |