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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 | $99,050 | $72,273+37.1% | $101,275-2.2% | $79,856+24.0% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 29.70% | 22.30%+7.4pp | 46.48%-16.8pp | 31.71%-2.0pp |
| Employer contribution / active EE | $1,793 | $2,691-33.4% | $3,660-51.0% | $2,471-27.4% |
| Participant deferral / active EE | $3,889 | $3,282+18.5% | $4,371-11.0% | $3,741+4.0% |
| Admin fee / account holder | $782 | $4,401-82.2% | $5,948-86.9% | $5,306-85.3% |