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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 | $85,107 | $58,627+45.2% | $76,735+10.9% | $82,448+3.2% |
| Participation rate | 62.5% | 63.2%-0.7pp | 69.5%-7.0pp | 68.1%-5.6pp |
| Annual return | 19.68% | 39.10%-19.4pp | 29.77%-10.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,403 | $1,729-18.9% | $2,454-42.8% | $2,551-45.0% |
| Participant deferral / active EE | $3,229 | $3,134+3.0% | $4,088-21.0% | $4,139-22.0% |
| Admin fee / account holder | $744 | $5,323-86.0% | $7,189-89.7% | $7,234-89.7% |