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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 | $59,440+43.2% | $78,004+9.1% | $82,637+3.0% |
| Participation rate | 62.5% | 62.8%-0.3pp | 69.4%-6.9pp | 68.1%-5.6pp |
| Annual return | 19.68% | 40.24%-20.6pp | 31.07%-11.4pp | 53.51%-33.8pp |
| Employer contribution / active EE | $1,403 | $1,750-19.9% | $2,469-43.2% | $2,552-45.0% |
| Participant deferral / active EE | $3,229 | $3,138+2.9% | $4,092-21.1% | $4,126-21.8% |
| Admin fee / account holder | $744 | $5,504-86.5% | $7,578-90.2% | $7,339-89.9% |