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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 | $89,872 | $58,512+53.6% | $84,020+7.0% | $72,983+23.1% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 17.89% | 28.93%-11.0pp | 71.31%-53.4pp | 81.01%-63.1pp |
| Employer contribution / active EE | $1,080 | $1,163-7.1% | $1,984-45.6% | $2,440-55.7% |
| Participant deferral / active EE | $3,277 | $2,394+36.9% | $3,239+1.2% | $3,608-9.2% |
| Admin fee / account holder | $3,441 | $4,569-24.7% | $6,101-43.6% | $5,124-32.8% |