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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 | $97,603 | $86,938+12.3% | $102,423-4.7% | $80,925+20.6% |
| Participation rate | 51.8% | 72.4%-20.6pp | 76.5%-24.7pp | 67.7%-15.9pp |
| Annual return | 11.88% | 18.89%-7.0pp | 29.42%-17.5pp | 35.65%-23.8pp |
| Employer contribution / active EE | $1,530 | $2,369-35.4% | $3,023-49.4% | $2,756-44.5% |
| Participant deferral / active EE | $2,168 | $4,120-47.4% | $5,054-57.1% | $4,299-49.6% |
| Admin fee / account holder | $452 | $8,053-94.4% | $9,455-95.2% | $6,940-93.5% |