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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 | $84,312 | $86,949-3.0% | $102,460-17.7% | $80,959+4.1% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-21.0pp | 67.7%-12.1pp |
| Annual return | 10.70% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,799 | $2,370-24.1% | $3,025-40.5% | $2,757-34.8% |
| Participant deferral / active EE | $4,562 | $4,121+10.7% | $5,056-9.8% | $4,300+6.1% |
| Admin fee / account holder | $746 | $8,048-90.7% | $9,460-92.1% | $6,925-89.2% |