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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 | $74,208 | $65,246+13.7% | $98,716-24.8% | $67,986+9.2% |
| Participation rate | 25.0% | 51.4%-26.4pp | 69.3%-44.3pp | 57.2%-32.2pp |
| Annual return | 17.76% | 20.58%-2.8pp | 31.81%-14.0pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,187 | $1,042+13.9% | $2,279-47.9% | $2,019-41.2% |
| Participant deferral / active EE | $2,052 | $2,594-20.9% | $4,048-49.3% | $3,358-38.9% |
| Admin fee / account holder | $3,677 | $4,561-19.4% | $8,703-57.7% | $3,203+14.8% |