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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 | $91,678 | $73,787+24.2% | $98,716-7.1% | $82,448+11.2% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 19.43% | 18.57%+0.9pp | 31.81%-12.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,328 | $1,511-12.1% | $2,279-41.7% | $2,551-48.0% |
| Participant deferral / active EE | $3,907 | $3,081+26.8% | $4,048-3.5% | $4,139-5.6% |
| Admin fee / account holder | $7,209 | $6,500+10.9% | $8,703-17.2% | $7,234-0.3% |