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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 | $67,902 | $59,440+14.2% | $78,004-13.0% | $82,637-17.8% |
| Participation rate | 39.5% | 62.8%-23.3pp | 69.4%-29.9pp | 68.1%-28.5pp |
| Annual return | 15.57% | 40.24%-24.7pp | 31.07%-15.5pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,888 | $1,750+7.9% | $2,469-23.5% | $2,552-26.0% |
| Participant deferral / active EE | $4,556 | $3,138+45.2% | $4,092+11.3% | $4,126+10.4% |
| Admin fee / account holder | $1,908 | $5,504-65.3% | $7,578-74.8% | $7,339-74.0% |