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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 | $86,548 | $88,996-2.8% | $78,004+11.0% | $138,895-37.7% |
| Participation rate | 46.2% | 74.4%-28.2pp | 69.4%-23.3pp | 79.9%-33.8pp |
| Annual return | 18.92% | 28.03%-9.1pp | 31.07%-12.1pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,576 | $2,917-46.0% | $2,469-36.2% | $4,194-62.4% |
| Participant deferral / active EE | $4,377 | $4,724-7.3% | $4,092+7.0% | $6,396-31.6% |
| Admin fee / account holder | $1,430 | $8,807-83.8% | $7,578-81.1% | $12,562-88.6% |