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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 | $90,912 | $58,512+55.4% | $84,020+8.2% | $72,983+24.6% |
| Participation rate | 57.3% | 61.2%-3.9pp | 69.0%-11.7pp | 69.5%-12.2pp |
| Annual return | 19.54% | 28.93%-9.4pp | 71.31%-51.8pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,000 | $1,163-14.0% | $1,984-49.6% | $2,440-59.0% |
| Participant deferral / active EE | $3,089 | $2,394+29.0% | $3,239-4.6% | $3,608-14.4% |
| Admin fee / account holder | $8,322 | $4,569+82.1% | $6,101+36.4% | $5,124+62.4% |