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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 | $86,949+0.5% | $102,460-14.7% | $80,959+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 | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,109 | $2,370-11.0% | $3,025-30.3% | $2,757-23.5% |
| Participant deferral / active EE | $5,530 | $4,121+34.2% | $5,056+9.4% | $4,300+28.6% |
| Admin fee / account holder | $1,983 | $8,048-75.4% | $9,460-79.0% | $6,925-71.4% |