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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 | $88,178 | $64,734+36.2% | $90,796-2.9% | $64,097+37.6% |
| Participation rate | 35.2% | 53.2%-18.0pp | 69.5%-34.3pp | 55.2%-20.0pp |
| Annual return | 31.67% | 17.77%+13.9pp | 19.29%+12.4pp | 34.64%-3.0pp |
| Employer contribution / active EE | $1,060 | $1,703-37.7% | $2,294-53.8% | $1,891-43.9% |
| Participant deferral / active EE | $2,217 | $2,629-15.7% | $3,822-42.0% | $3,080-28.0% |
| Admin fee / account holder | $1,789 | $3,474-48.5% | $7,024-74.5% | $3,454-48.2% |