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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 | $77,175 | $64,517+19.6% | $81,438-5.2% | $80,874-4.6% |
| Participation rate | 21.2% | 63.9%-42.7pp | 69.5%-48.3pp | 67.6%-46.4pp |
| Annual return | 20.57% | 16.35%+4.2pp | 24.74%-4.2pp | 35.62%-15.0pp |
| Employer contribution / active EE | $1,128 | $1,982-43.1% | $2,460-54.2% | $2,756-59.1% |
| Participant deferral / active EE | $4,194 | $3,096+35.5% | $3,883+8.0% | $4,297-2.4% |
| Admin fee / account holder | $703 | $5,677-87.6% | $5,764-87.8% | $6,935-89.9% |