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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 | $86,485 | $81,358+6.3% | $155,556-44.4% | $80,959+6.8% |
| Participation rate | 67.5% | 66.3%+1.2pp | 78.2%-10.8pp | 67.7%-0.2pp |
| Annual return | 14.40% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $2,435 | $3,106-21.6% | $4,675-47.9% | $2,757-11.7% |
| Participant deferral / active EE | $4,822 | $3,455+39.6% | $5,631-14.4% | $4,300+12.1% |
| Admin fee / account holder | $779 | $7,994-90.3% | $15,885-95.1% | $6,925-88.7% |