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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 | $94,871 | $75,541+25.6% | $152,093-37.6% | $82,637+14.8% |
| Participation rate | 64.1% | 66.5%-2.5pp | 77.8%-13.7pp | 68.1%-4.0pp |
| Annual return | 14.13% | 32.56%-18.4pp | 66.36%-52.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,580 | $2,622-39.7% | $4,175-62.1% | $2,552-38.1% |
| Participant deferral / active EE | $3,634 | $3,206+13.4% | $5,451-33.3% | $4,126-11.9% |
| Admin fee / account holder | $1,143 | $6,405-82.2% | $14,497-92.1% | $7,339-84.4% |