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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 | $75,047+15.1% | $113,397-23.8% | - |
| Participation rate | 68.7% | 69.9%-1.2pp | 76.5%-7.8pp | - |
| Annual return | 13.45% | 13.74%-0.3pp | 23.20%-9.7pp | - |
| Employer contribution / active EE | $1,802 | $2,227-19.1% | $2,977-39.5% | - |
| Participant deferral / active EE | $4,750 | $4,172+13.9% | $5,076-6.4% | - |
| Admin fee / account holder | $5,614 | $5,004+12.2% | $11,957-53.0% | - |