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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 | $84,536 | $72,554+16.5% | $138,135-38.8% | $73,493+15.0% |
| Participation rate | 61.7% | 74.8%-13.2pp | 78.7%-17.0pp | 70.7%-9.0pp |
| Annual return | 14.80% | 17.50%-2.7pp | 20.51%-5.7pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,357 | $3,511-32.9% | $5,587-57.8% | $2,270+3.8% |
| Participant deferral / active EE | $3,159 | $4,908-35.6% | $6,431-50.9% | $3,740-15.5% |
| Admin fee / account holder | $3,476 | $464+648.5% | $11,856-70.7% | $513+577.4% |