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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 | $99,960 | $97,550+2.5% | $120,344-16.9% | $87,485+14.3% |
| Participation rate | 54.3% | 72.8%-18.5pp | 76.7%-22.4pp | 68.9%-14.6pp |
| Annual return | 12.20% | 18.41%-6.2pp | 20.30%-8.1pp | 26.06%-13.9pp |
| Employer contribution / active EE | $1,957 | $2,291-14.6% | $3,020-35.2% | $2,596-24.6% |
| Participant deferral / active EE | $5,167 | $4,230+22.2% | $5,135+0.6% | $4,274+20.9% |
| Admin fee / account holder | $5,143 | $9,543-46.1% | $12,742-59.6% | $7,775-33.8% |