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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 | $95,278 | $97,648-2.4% | $121,663-21.7% | $87,485+8.9% |
| Participation rate | 57.6% | 70.5%-12.9pp | 74.5%-16.9pp | 68.9%-11.4pp |
| Annual return | 26.32% | 18.03%+8.3pp | 147.54%-121.2pp | 26.06%+0.3pp |
| Employer contribution / active EE | $1,860 | $2,300-19.1% | $3,020-38.4% | $2,596-28.4% |
| Participant deferral / active EE | $4,370 | $3,923+11.4% | $4,887-10.6% | $4,274+2.3% |
| Admin fee / account holder | $5,766 | $11,100-48.1% | $14,289-59.6% | $7,775-25.8% |