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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 | $88,436 | $93,598-5.5% | $135,974-35.0% | $75,173+17.6% |
| Participation rate | 67.7% | 75.2%-7.5pp | 81.9%-14.2pp | 67.2%+0.5pp |
| Annual return | 16.91% | 30.89%-14.0pp | 68.30%-51.4pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,394 | $3,538-60.6% | $4,859-71.3% | $2,671-47.8% |
| Participant deferral / active EE | $5,350 | $6,405-16.5% | $7,760-31.1% | $4,126+29.7% |
| Admin fee / account holder | $1,507 | $6,978-78.4% | $10,767-86.0% | $5,651-73.3% |