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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 | $85,991 | $58,627+46.7% | $76,735+12.1% | $82,448+4.3% |
| Participation rate | 43.2% | 63.2%-20.0pp | 69.5%-26.3pp | 68.1%-24.9pp |
| Annual return | 13.28% | 39.10%-25.8pp | 29.77%-16.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,783 | $1,729+3.1% | $2,454-27.4% | $2,551-30.1% |
| Participant deferral / active EE | $3,769 | $3,134+20.3% | $4,088-7.8% | $4,139-9.0% |
| Admin fee / account holder | $614 | $5,323-88.5% | $7,189-91.5% | $7,234-91.5% |