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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 | $87,408 | $95,404-8.4% | $113,397-22.9% | $82,637+5.8% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.5%-24.5pp | 68.1%-16.1pp |
| Annual return | 18.52% | 19.08%-0.6pp | 23.20%-4.7pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,323 | $2,307-42.7% | $2,977-55.6% | $2,552-48.2% |
| Participant deferral / active EE | $4,587 | $4,220+8.7% | $5,076-9.6% | $4,126+11.2% |
| Admin fee / account holder | $6,199 | $9,168-32.4% | $11,957-48.2% | $7,339-15.5% |