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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 | $89,555 | $81,276+10.2% | $155,574-42.4% | $80,925+10.7% |
| Participation rate | 62.0% | 66.2%-4.2pp | 78.2%-16.2pp | 67.7%-5.6pp |
| Annual return | 15.00% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,793 | $3,103-10.0% | $4,676-40.3% | $2,756+1.3% |
| Participant deferral / active EE | $4,291 | $3,453+24.3% | $5,629-23.8% | $4,299-0.2% |
| Admin fee / account holder | $11,712 | $7,993+46.5% | $15,914-26.4% | $6,940+68.8% |