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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 | $81,293 | $67,894+19.7% | $89,340-9.0% | $82,448-1.4% |
| Participation rate | 26.7% | 64.0%-37.4pp | 69.6%-42.9pp | 68.1%-41.4pp |
| Annual return | 23.85% | 19.21%+4.6pp | 20.57%+3.3pp | 41.64%-17.8pp |
| Employer contribution / active EE | $1,186 | $1,828-35.1% | $2,231-46.9% | $2,551-53.5% |
| Participant deferral / active EE | $3,804 | $3,072+23.8% | $3,823-0.5% | $4,139-8.1% |
| Admin fee / account holder | $445 | $5,723-92.2% | $6,704-93.4% | $7,234-93.8% |