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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 | $63,809+20.9% | $81,353-5.1% | $80,935-4.6% |
| Participation rate | 21.2% | 63.9%-42.7pp | 69.5%-48.3pp | 67.7%-46.4pp |
| Annual return | 20.57% | 16.37%+4.2pp | 24.82%-4.2pp | 35.66%-15.1pp |
| Employer contribution / active EE | $1,128 | $1,981-43.1% | $2,464-54.2% | $2,757-59.1% |
| Participant deferral / active EE | $4,194 | $3,093+35.6% | $3,885+8.0% | $4,299-2.4% |
| Admin fee / account holder | $703 | $5,686-87.6% | $5,766-87.8% | $6,924-89.8% |