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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 | $82,307 | $73,787+11.5% | $98,716-16.6% | $82,448-0.2% |
| Participation rate | 37.2% | 61.4%-24.2pp | 69.3%-32.1pp | 68.1%-30.9pp |
| Annual return | 20.97% | 18.57%+2.4pp | 31.81%-10.8pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,357 | $1,511-10.2% | $2,279-40.5% | $2,551-46.8% |
| Participant deferral / active EE | $2,587 | $3,081-16.0% | $4,048-36.1% | $4,139-37.5% |
| Admin fee / account holder | $1,503 | $6,500-76.9% | $8,703-82.7% | $7,234-79.2% |