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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 | $86,246 | $75,541+14.2% | $152,093-43.3% | $82,637+4.4% |
| Participation rate | 60.7% | 66.5%-5.8pp | 77.8%-17.1pp | 68.1%-7.3pp |
| Annual return | 20.85% | 32.56%-11.7pp | 66.36%-45.5pp | 53.51%-32.7pp |
| Employer contribution / active EE | $3,507 | $2,622+33.7% | $4,175-16.0% | $2,552+37.4% |
| Participant deferral / active EE | $8,813 | $3,206+174.9% | $5,451+61.7% | $4,126+113.6% |
| Admin fee / account holder | $532 | $6,405-91.7% | $14,497-96.3% | $7,339-92.7% |