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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 | $81,167 | $72,492+12.0% | $87,104-6.8% | $72,975+11.2% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 19.49% | 24.46%-5.0pp | 28.19%-8.7pp | 81.01%-61.5pp |
| Employer contribution / active EE | $2,266 | $1,894+19.7% | $2,521-10.1% | $2,440-7.1% |
| Participant deferral / active EE | $3,659 | $3,270+11.9% | $4,048-9.6% | $3,608+1.4% |
| Admin fee / account holder | $1,590 | $5,055-68.5% | $7,491-78.8% | $5,124-69.0% |