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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 | $86,919-3.0% | $102,457-17.7% | $80,911+4.2% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-20.9pp | 67.6%-12.1pp |
| Annual return | 10.70% | 18.90%-8.2pp | 29.41%-18.7pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,799 | $2,368-24.0% | $3,022-40.5% | $2,756-34.7% |
| Participant deferral / active EE | $4,562 | $4,119+10.7% | $5,054-9.7% | $4,297+6.2% |
| Admin fee / account holder | $746 | $8,049-90.7% | $9,451-92.1% | $6,935-89.2% |