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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 | $82,031 | $67,602+21.3% | $82,312-0.3% | $70,126+17.0% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 16.01% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,342 | $1,755-23.6% | $2,428-44.8% | $2,343-42.7% |
| Participant deferral / active EE | $2,403 | $2,987-19.5% | $3,706-35.2% | $3,332-27.9% |
| Admin fee / account holder | $4,291 | $4,512-4.9% | $5,608-23.5% | $4,645-7.6% |