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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 | $95,640 | $115,931-17.5% | $185,441-48.4% | $86,983+10.0% |
| Participation rate | 68.8% | 73.6%-4.9pp | 80.3%-11.5pp | 69.5%-0.8pp |
| Annual return | 15.81% | 21.47%-5.7pp | 20.16%-4.4pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,114 | $2,937-28.0% | $4,672-54.8% | $2,584-18.2% |
| Participant deferral / active EE | $3,643 | $4,551-20.0% | $6,152-40.8% | $4,194-13.1% |
| Admin fee / account holder | $2,113 | $10,687-80.2% | $17,890-88.2% | $7,856-73.1% |