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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 | $81,262+10.2% | $155,602-42.4% | $80,911+10.7% |
| Participation rate | 62.0% | 66.2%-4.2pp | 78.2%-16.2pp | 67.6%-5.6pp |
| Annual return | 15.00% | 33.34%-18.3pp | 64.81%-49.8pp | 35.63%-20.6pp |
| Employer contribution / active EE | $2,793 | $3,102-10.0% | $4,675-40.3% | $2,756+1.3% |
| Participant deferral / active EE | $4,291 | $3,451+24.3% | $5,629-23.8% | $4,297-0.1% |
| Admin fee / account holder | $11,712 | $7,992+46.5% | $15,923-26.4% | $6,935+68.9% |