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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 | $90,654 | $82,523+9.9% | $115,752-21.7% | $70,126+29.3% |
| Participation rate | 48.5% | 74.0%-25.5pp | 77.8%-29.3pp | 69.5%-21.1pp |
| Annual return | 15.77% | 28.22%-12.4pp | 19.41%-3.6pp | 73.15%-57.4pp |
| Employer contribution / active EE | $2,196 | $2,758-20.4% | $3,492-37.1% | $2,343-6.2% |
| Participant deferral / active EE | $5,447 | $4,062+34.1% | $5,204+4.7% | $3,332+63.5% |
| Admin fee / account holder | $1,102 | $4,552-75.8% | $6,278-82.4% | $4,645-76.3% |