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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 | $80,952 | $58,048+39.5% | $94,215-14.1% | $65,306+24.0% |
| Participation rate | 37.9% | 45.3%-7.4pp | 70.0%-32.0pp | 57.7%-19.7pp |
| Annual return | 15.44% | 19.61%-4.2pp | 28.22%-12.8pp | 21.94%-6.5pp |
| Employer contribution / active EE | $1,712 | $1,427+20.0% | $2,675-36.0% | $1,967-13.0% |
| Participant deferral / active EE | $935 | $2,407-61.2% | $4,276-78.1% | $2,959-68.4% |
| Admin fee / account holder | $4,731 | $4,610+2.6% | $10,216-53.7% | $3,480+36.0% |