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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 | $90,788 | $75,720+19.9% | $90,312+0.5% | $86,983+4.4% |
| Participation rate | 59.5% | 66.3%-6.8pp | 72.9%-13.4pp | 69.5%-10.1pp |
| Annual return | 17.82% | 18.55%-0.7pp | 18.90%-1.1pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,089 | $1,945-44.0% | $2,243-51.4% | $2,584-57.9% |
| Participant deferral / active EE | $3,250 | $3,001+8.3% | $3,749-13.3% | $4,194-22.5% |
| Admin fee / account holder | $387 | $6,201-93.8% | $8,248-95.3% | $7,856-95.1% |