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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 | $87,300 | $59,839+45.9% | $81,988+6.5% | $79,858+9.3% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.3%-29.3pp | 69.6%-29.6pp |
| Annual return | 27.48% | 17.56%+9.9pp | 41.31%-13.8pp | 31.72%-4.2pp |
| Employer contribution / active EE | $1,380 | $1,713-19.5% | $2,498-44.8% | $2,471-44.1% |
| Participant deferral / active EE | $3,816 | $2,695+41.6% | $3,722+2.5% | $3,740+2.0% |
| Admin fee / account holder | $6,709 | $4,287+56.5% | $5,665+18.4% | $5,306+26.4% |