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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 | $86,886 | $101,798-14.6% | $165,071-47.4% | $80,935+7.4% |
| Participation rate | 59.4% | 71.8%-12.5pp | 78.6%-19.2pp | 67.7%-8.3pp |
| Annual return | 37.83% | 16.73%+21.1pp | 70.17%-32.3pp | 35.66%+2.2pp |
| Employer contribution / active EE | $2,529 | $2,954-14.4% | $4,347-41.8% | $2,757-8.3% |
| Participant deferral / active EE | $5,712 | $4,476+27.6% | $6,035-5.4% | $4,299+32.8% |
| Admin fee / account holder | $1,944 | $8,221-76.4% | $12,695-84.7% | $6,924-71.9% |