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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 | $89,904 | $97,550-7.8% | $120,344-25.3% | $87,485+2.8% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.7%-7.5pp | 68.9%+0.3pp |
| Annual return | 14.26% | 18.41%-4.2pp | 20.30%-6.0pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,450 | $2,291-36.7% | $3,020-52.0% | $2,596-44.2% |
| Participant deferral / active EE | $3,924 | $4,230-7.2% | $5,135-23.6% | $4,274-8.2% |
| Admin fee / account holder | $6,573 | $9,543-31.1% | $12,742-48.4% | $7,775-15.5% |