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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 | $87,612 | $92,985-5.8% | $153,432-42.9% | $80,874+8.3% |
| Participation rate | 49.3% | 69.0%-19.6pp | 77.1%-27.7pp | 67.6%-18.3pp |
| Annual return | 38.76% | 19.95%+18.8pp | 15.66%+23.1pp | 35.62%+3.1pp |
| Employer contribution / active EE | $3,017 | $3,507-14.0% | $5,038-40.1% | $2,756+9.5% |
| Participant deferral / active EE | $5,309 | $5,178+2.5% | $6,757-21.4% | $4,297+23.6% |
| Admin fee / account holder | $4,640 | $8,880-47.8% | $12,725-63.5% | $6,935-33.1% |