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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 | $87,678 | $76,371+14.8% | $93,621-6.3% | $72,975+20.1% |
| Participation rate | 62.8% | 71.8%-9.0pp | 75.8%-13.0pp | 69.5%-6.7pp |
| Annual return | 21.23% | 25.82%-4.6pp | 32.76%-11.5pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,744 | $2,276-23.4% | $2,719-35.9% | $2,440-28.5% |
| Participant deferral / active EE | $2,853 | $3,538-19.4% | $4,070-29.9% | $3,608-20.9% |
| Admin fee / account holder | $4,446 | $6,839-35.0% | $7,890-43.6% | $5,124-13.2% |