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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 | $92,097 | $79,961+15.2% | $98,462-6.5% | $75,177+22.5% |
| Participation rate | 55.8% | 70.4%-14.6pp | 75.2%-19.4pp | 67.2%-11.4pp |
| Annual return | 17.36% | 19.75%-2.4pp | 21.17%-3.8pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,517 | $2,264-33.0% | $3,049-50.2% | $2,671-43.2% |
| Participant deferral / active EE | $3,336 | $3,753-11.1% | $4,738-29.6% | $4,126-19.2% |
| Admin fee / account holder | $5,791 | $6,842-15.4% | $8,875-34.7% | $5,651+2.5% |