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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 | $91,702 | $75,720+21.1% | $90,312+1.5% | $86,983+5.4% |
| Participation rate | 63.3% | 66.3%-2.9pp | 72.9%-9.6pp | 69.5%-6.2pp |
| Annual return | 14.03% | 18.55%-4.5pp | 18.90%-4.9pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,009 | $1,945-48.1% | $2,243-55.0% | $2,584-61.0% |
| Participant deferral / active EE | $1,562 | $3,001-47.9% | $3,749-58.3% | $4,194-62.8% |
| Admin fee / account holder | $10,800 | $6,201+74.2% | $8,248+30.9% | $7,856+37.5% |