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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 | $85,718 | $77,472+10.6% | $100,415-14.6% | $80,959+5.9% |
| Participation rate | 56.4% | 76.9%-20.5pp | 81.5%-25.1pp | 67.7%-11.3pp |
| Annual return | 16.36% | 37.26%-20.9pp | 49.47%-33.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,755 | $2,800-37.3% | $3,943-55.5% | $2,757-36.4% |
| Participant deferral / active EE | $3,861 | $6,818-43.4% | $8,091-52.3% | $4,300-10.2% |
| Admin fee / account holder | $1,823 | $5,885-69.0% | $7,906-76.9% | $6,925-73.7% |