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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 | $83,243 | $79,867+4.2% | $120,344-30.8% | $64,340+29.4% |
| Participation rate | 33.8% | 63.0%-29.1pp | 76.7%-42.9pp | 55.2%-21.4pp |
| Annual return | 14.72% | 21.10%-6.4pp | 20.30%-5.6pp | 24.14%-9.4pp |
| Employer contribution / active EE | $2,026 | $1,925+5.3% | $3,020-32.9% | $1,862+8.8% |
| Participant deferral / active EE | $3,152 | $3,593-12.3% | $5,135-38.6% | $2,980+5.8% |
| Admin fee / account holder | $15,146 | $5,039+200.6% | $12,742+18.9% | $3,703+309.1% |