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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 | $85,797 | $58,851+45.8% | $115,167-25.5% | $72,976+17.6% |
| Participation rate | 66.7% | 65.5%+1.1pp | 75.9%-9.2pp | 69.5%-2.8pp |
| Annual return | 17.27% | 23.16%-5.9pp | 35.60%-18.3pp | 81.02%-63.7pp |
| Employer contribution / active EE | $1,578 | $1,798-12.2% | $3,179-50.4% | $2,440-35.3% |
| Participant deferral / active EE | $3,676 | $2,643+39.1% | $4,169-11.8% | $3,608+1.9% |
| Admin fee / account holder | $698 | $6,370-89.0% | $7,089-90.2% | $5,124-86.4% |