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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 | $89,841 | $78,027+15.1% | $178,528-49.7% | $80,925+11.0% |
| Participation rate | 65.9% | 65.7%+0.2pp | 77.1%-11.2pp | 67.7%-1.8pp |
| Annual return | 12.23% | 18.09%-5.9pp | 27.11%-14.9pp | 35.65%-23.4pp |
| Employer contribution / active EE | $2,147 | $2,281-5.9% | $3,950-45.6% | $2,756-22.1% |
| Participant deferral / active EE | $4,250 | $4,408-3.6% | $6,278-32.3% | $4,299-1.1% |
| Admin fee / account holder | $2,363 | $7,168-67.0% | $10,419-77.3% | $6,940-65.9% |