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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 | $90,686 | $81,331+11.5% | $155,534-41.7% | $80,935+12.0% |
| Participation rate | 61.5% | 66.3%-4.7pp | 78.2%-16.7pp | 67.7%-6.1pp |
| Annual return | 11.23% | 33.37%-22.1pp | 64.92%-53.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,392 | $3,105-55.2% | $4,675-70.2% | $2,757-49.5% |
| Participant deferral / active EE | $3,281 | $3,454-5.0% | $5,630-41.7% | $4,299-23.7% |
| Admin fee / account holder | $7,868 | $7,999-1.6% | $15,900-50.5% | $6,924+13.6% |