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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 | $91,576 | $77,472+18.2% | $100,392-8.8% | $80,935+13.1% |
| Participation rate | 60.4% | 76.9%-16.6pp | 81.5%-21.1pp | 67.7%-7.3pp |
| Annual return | 23.34% | 37.26%-13.9pp | 49.45%-26.1pp | 35.66%-12.3pp |
| Employer contribution / active EE | $1,684 | $2,800-39.9% | $3,941-57.3% | $2,757-38.9% |
| Participant deferral / active EE | $7,096 | $6,818+4.1% | $8,090-12.3% | $4,299+65.0% |
| Admin fee / account holder | $10,417 | $5,885+77.0% | $7,904+31.8% | $6,924+50.4% |