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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 | $84,386 | $77,472+8.9% | $100,415-16.0% | $80,959+4.2% |
| Participation rate | 56.1% | 76.9%-20.9pp | 81.5%-25.4pp | 67.7%-11.6pp |
| Annual return | 20.38% | 37.26%-16.9pp | 49.47%-29.1pp | 35.67%-15.3pp |
| Employer contribution / active EE | $1,487 | $2,800-46.9% | $3,943-62.3% | $2,757-46.1% |
| Participant deferral / active EE | $3,311 | $6,818-51.4% | $8,091-59.1% | $4,300-23.0% |
| Admin fee / account holder | $5,957 | $5,885+1.2% | $7,906-24.7% | $6,925-14.0% |