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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 | $86,390 | $79,471+8.7% | $112,040-22.9% | - |
| Participation rate | 68.7% | 71.4%-2.7pp | 76.5%-7.8pp | - |
| Annual return | 13.45% | 14.66%-1.2pp | 24.52%-11.1pp | - |
| Employer contribution / active EE | $1,802 | $2,224-19.0% | $2,954-39.0% | - |
| Participant deferral / active EE | $4,750 | $4,552+4.4% | $5,098-6.8% | - |
| Admin fee / account holder | $5,614 | $4,544+23.5% | $12,098-53.6% | - |