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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 | $77,240 | $80,992-4.6% | $96,534-20.0% | $75,173+2.8% |
| Participation rate | 69.8% | 71.8%-2.0pp | 76.0%-6.2pp | 67.2%+2.6pp |
| Annual return | 17.82% | 27.05%-9.2pp | 25.88%-8.1pp | 160.72%-142.9pp |
| Employer contribution / active EE | $2,159 | $2,283-5.4% | $2,965-27.2% | $2,671-19.2% |
| Participant deferral / active EE | $3,844 | $3,929-2.2% | $4,851-20.8% | $4,126-6.8% |
| Admin fee / account holder | $1,062 | $6,717-84.2% | $8,253-87.1% | $5,651-81.2% |