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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 | $97,024 | $87,166+11.3% | $76,735+26.4% | $137,256-29.3% |
| Participation rate | 61.5% | 74.4%-12.8pp | 69.5%-8.0pp | 80.0%-18.4pp |
| Annual return | 24.83% | 26.50%-1.7pp | 29.77%-4.9pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,490 | $2,904-48.7% | $2,454-39.3% | $4,156-64.2% |
| Participant deferral / active EE | $6,765 | $4,726+43.1% | $4,088+65.5% | $6,407+5.6% |
| Admin fee / account holder | $1,545 | $8,403-81.6% | $7,189-78.5% | $12,270-87.4% |