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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 | $100,194-12.8% | $122,979-28.9% | $86,983+0.5% |
| Participation rate | 52.0% | 73.0%-21.0pp | 77.2%-25.2pp | 69.5%-17.5pp |
| Annual return | 18.52% | 16.47%+2.0pp | 20.12%-1.6pp | 25.83%-7.3pp |
| Employer contribution / active EE | $1,323 | $2,326-43.1% | $3,062-56.8% | $2,584-48.8% |
| Participant deferral / active EE | $4,587 | $4,133+11.0% | $5,003-8.3% | $4,194+9.4% |
| Admin fee / account holder | $6,199 | $10,148-38.9% | $12,864-51.8% | $7,856-21.1% |