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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 | $84,601 | $74,535+13.5% | $100,712-16.0% | $82,637+2.4% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 17.88% | 18.92%-1.0pp | 33.27%-15.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,537 | $1,503+2.3% | $2,313-33.5% | $2,552-39.8% |
| Participant deferral / active EE | $3,496 | $3,074+13.7% | $4,085-14.4% | $4,126-15.3% |
| Admin fee / account holder | $2,066 | $6,576-68.6% | $9,256-77.7% | $7,339-71.8% |