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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 | $91,265 | $74,535+22.4% | $100,712-9.4% | $82,637+10.4% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 22.73% | 18.92%+3.8pp | 33.27%-10.5pp | 53.51%-30.8pp |
| Employer contribution / active EE | $1,642 | $1,503+9.3% | $2,313-29.0% | $2,552-35.6% |
| Participant deferral / active EE | $4,530 | $3,074+47.4% | $4,085+10.9% | $4,126+9.8% |
| Admin fee / account holder | $4,458 | $6,576-32.2% | $9,256-51.8% | $7,339-39.3% |