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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 | $87,399 | $86,938+0.5% | $102,423-14.7% | $80,925+8.0% |
| Participation rate | 53.5% | 72.4%-18.9pp | 76.5%-23.0pp | 67.7%-14.2pp |
| Annual return | 14.65% | 18.89%-4.2pp | 29.42%-14.8pp | 35.65%-21.0pp |
| Employer contribution / active EE | $2,109 | $2,369-11.0% | $3,023-30.2% | $2,756-23.5% |
| Participant deferral / active EE | $5,530 | $4,120+34.2% | $5,054+9.4% | $4,299+28.7% |
| Admin fee / account holder | $1,983 | $8,053-75.4% | $9,455-79.0% | $6,940-71.4% |