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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 | $85,819 | $65,361+31.3% | $92,903-7.6% | $72,983+17.6% |
| Participation rate | 69.0% | 68.3%+0.7pp | 76.0%-7.0pp | 69.5%-0.5pp |
| Annual return | 27.64% | 42.11%-14.5pp | 109.43%-81.8pp | 81.01%-53.4pp |
| Employer contribution / active EE | $841 | $2,594-67.6% | $3,653-77.0% | $2,440-65.5% |
| Participant deferral / active EE | $3,957 | $3,128+26.5% | $4,238-6.6% | $3,608+9.7% |
| Admin fee / account holder | $1,133 | $4,251-73.3% | $5,795-80.4% | $5,124-77.9% |