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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 | $82,409 | $72,492+13.7% | $87,104-5.4% | $72,975+12.9% |
| Participation rate | 59.6% | 72.8%-13.2pp | 76.9%-17.3pp | 69.5%-9.9pp |
| Annual return | 17.71% | 24.46%-6.7pp | 28.19%-10.5pp | 81.01%-63.3pp |
| Employer contribution / active EE | $528 | $1,894-72.1% | $2,521-79.0% | $2,440-78.4% |
| Participant deferral / active EE | $3,373 | $3,270+3.2% | $4,048-16.7% | $3,608-6.5% |
| Admin fee / account holder | $1,053 | $5,055-79.2% | $7,491-85.9% | $5,124-79.4% |