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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 | $83,018 | $58,627+41.6% | $76,735+8.2% | $82,448+0.7% |
| Participation rate | 63.6% | 63.2%+0.4pp | 69.5%-5.9pp | 68.1%-4.4pp |
| Annual return | 14.19% | 39.10%-24.9pp | 29.77%-15.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,686 | $1,729-2.5% | $2,454-31.3% | $2,551-33.9% |
| Participant deferral / active EE | $3,409 | $3,134+8.8% | $4,088-16.6% | $4,139-17.6% |
| Admin fee / account holder | $1,188 | $5,323-77.7% | $7,189-83.5% | $7,234-83.6% |