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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 | $69,444+19.5% | $92,985-10.7% | $87,485-5.1% |
| Participation rate | 63.6% | 63.3%+0.3pp | 69.5%-5.9pp | 68.9%-5.3pp |
| Annual return | 14.19% | 23.85%-9.7pp | 27.99%-13.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,686 | $1,917-12.0% | $2,662-36.7% | $2,596-35.1% |
| Participant deferral / active EE | $3,409 | $3,364+1.3% | $4,377-22.1% | $4,274-20.2% |
| Admin fee / account holder | $1,188 | $6,137-80.7% | $9,463-87.5% | $7,775-84.7% |