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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 | $89,963 | $73,787+21.9% | $98,716-8.9% | $82,448+9.1% |
| Participation rate | 58.1% | 61.4%-3.3pp | 69.3%-11.2pp | 68.1%-9.9pp |
| Annual return | 17.93% | 18.57%-0.6pp | 31.81%-13.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,378 | $1,511-8.8% | $2,279-39.5% | $2,551-46.0% |
| Participant deferral / active EE | $3,282 | $3,081+6.5% | $4,048-18.9% | $4,139-20.7% |
| Admin fee / account holder | $597 | $6,500-90.8% | $8,703-93.1% | $7,234-91.7% |