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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 | $67,894+33.7% | $89,340+1.6% | $82,448+10.1% |
| Participation rate | 59.5% | 64.0%-4.6pp | 69.6%-10.1pp | 68.1%-8.6pp |
| Annual return | 17.82% | 19.21%-1.4pp | 20.57%-2.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,089 | $1,828-40.4% | $2,231-51.2% | $2,551-57.3% |
| Participant deferral / active EE | $3,250 | $3,072+5.8% | $3,823-15.0% | $4,139-21.5% |
| Admin fee / account holder | $387 | $5,723-93.2% | $6,704-94.2% | $7,234-94.6% |