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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 | $87,407 | $74,535+17.3% | $100,712-13.2% | $82,637+5.8% |
| Participation rate | 45.0% | 61.2%-16.2pp | 69.3%-24.3pp | 68.1%-23.1pp |
| Annual return | 16.11% | 18.92%-2.8pp | 33.27%-17.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,860 | $1,503+23.8% | $2,313-19.6% | $2,552-27.1% |
| Participant deferral / active EE | $3,060 | $3,074-0.5% | $4,085-25.1% | $4,126-25.8% |
| Admin fee / account holder | $66,462 | $6,576+910.7% | $9,256+618.0% | $7,339+805.6% |