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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 | $84,784 | $74,535+13.7% | $100,712-15.8% | $82,637+2.6% |
| Participation rate | 68.3% | 61.2%+7.1pp | 69.3%-1.0pp | 68.1%+0.2pp |
| Annual return | 15.16% | 18.92%-3.8pp | 33.27%-18.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,082 | $1,503-28.0% | $2,313-53.2% | $2,552-57.6% |
| Participant deferral / active EE | $2,986 | $3,074-2.8% | $4,085-26.9% | $4,126-27.6% |
| Admin fee / account holder | $2,437 | $6,576-62.9% | $9,256-73.7% | $7,339-66.8% |