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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 | $79,624 | $81,358-2.1% | $155,556-48.8% | $80,959-1.6% |
| Participation rate | 68.6% | 66.3%+2.3pp | 78.2%-9.7pp | 67.7%+0.9pp |
| Annual return | 14.59% | 33.39%-18.8pp | 64.84%-50.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,147 | $3,106-63.1% | $4,675-75.5% | $2,757-58.4% |
| Participant deferral / active EE | $3,669 | $3,455+6.2% | $5,631-34.8% | $4,300-14.7% |
| Admin fee / account holder | $12,352 | $7,994+54.5% | $15,885-22.2% | $6,925+78.4% |