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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 | $84,757 | $73,787+14.9% | $98,716-14.1% | $82,448+2.8% |
| Participation rate | 41.0% | 61.4%-20.4pp | 69.3%-28.3pp | 68.1%-27.0pp |
| Annual return | 31.38% | 18.57%+12.8pp | 31.81%-0.4pp | 41.64%-10.3pp |
| Employer contribution / active EE | $1,406 | $1,511-7.0% | $2,279-38.3% | $2,551-44.9% |
| Participant deferral / active EE | $2,891 | $3,081-6.2% | $4,048-28.6% | $4,139-30.2% |
| Admin fee / account holder | $732 | $6,500-88.7% | $8,703-91.6% | $7,234-89.9% |