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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 | $84,834 | $86,940-2.4% | $102,434-17.2% | $80,935+4.8% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.7%-3.4pp |
| Annual return | 16.19% | 18.89%-2.7pp | 29.46%-13.3pp | 35.66%-19.5pp |
| Employer contribution / active EE | $3,877 | $2,370+63.6% | $3,023+28.2% | $2,757+40.6% |
| Participant deferral / active EE | $6,989 | $4,121+69.6% | $5,055+38.3% | $4,299+62.5% |
| Admin fee / account holder | $26,812 | $8,047+233.2% | $9,462+183.4% | $6,924+287.2% |