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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 | $87,216 | $109,359-20.2% | $162,171-46.2% | $72,983+19.5% |
| Participation rate | 65.4% | 84.3%-18.9pp | 87.6%-22.2pp | 69.5%-4.1pp |
| Annual return | 21.14% | 25.46%-4.3pp | 115.60%-94.5pp | 81.01%-59.9pp |
| Employer contribution / active EE | $2,446 | $3,907-37.4% | $5,613-56.4% | $2,440+0.3% |
| Participant deferral / active EE | $5,527 | $5,481+0.8% | $7,297-24.3% | $3,608+53.2% |
| Admin fee / account holder | $1,823 | $7,972-77.1% | $10,843-83.2% | $5,124-64.4% |