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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 | $82,707 | $58,493+41.4% | $84,021-1.6% | $72,975+13.3% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.4pp | 69.5%-2.8pp |
| Annual return | 25.29% | 28.93%-3.6pp | 71.32%-46.0pp | 81.01%-55.7pp |
| Employer contribution / active EE | $930 | $1,163-20.1% | $1,984-53.1% | $2,440-61.9% |
| Participant deferral / active EE | $1,420 | $2,394-40.7% | $3,239-56.2% | $3,608-60.6% |
| Admin fee / account holder | $400 | $4,569-91.2% | $6,102-93.4% | $5,124-92.2% |