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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 | $89,313 | $78,027+14.5% | $178,528-50.0% | $80,925+10.4% |
| Participation rate | 62.1% | 65.7%-3.6pp | 77.1%-15.0pp | 67.7%-5.6pp |
| Annual return | 15.54% | 18.09%-2.6pp | 27.11%-11.6pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,300 | $2,281-43.0% | $3,950-67.1% | $2,756-52.8% |
| Participant deferral / active EE | $5,138 | $4,408+16.6% | $6,278-18.2% | $4,299+19.5% |
| Admin fee / account holder | $5,290 | $7,168-26.2% | $10,419-49.2% | $6,940-23.8% |