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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 | $81,618 | $86,940-6.1% | $102,434-20.3% | $80,935+0.8% |
| Participation rate | 62.8% | 72.4%-9.6pp | 76.5%-13.7pp | 67.7%-4.9pp |
| Annual return | 11.14% | 18.89%-7.7pp | 29.46%-18.3pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,932 | $2,370-18.5% | $3,023-36.1% | $2,757-29.9% |
| Participant deferral / active EE | $2,379 | $4,121-42.3% | $5,055-52.9% | $4,299-44.7% |
| Admin fee / account holder | $5,324 | $8,047-33.8% | $9,462-43.7% | $6,924-23.1% |