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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 | $84,147 | $81,358+3.4% | $155,556-45.9% | $80,959+3.9% |
| Participation rate | 68.1% | 66.3%+1.8pp | 78.2%-10.1pp | 67.7%+0.4pp |
| Annual return | 13.44% | 33.39%-19.9pp | 64.84%-51.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,059 | $3,106-33.7% | $4,675-56.0% | $2,757-25.3% |
| Participant deferral / active EE | $3,636 | $3,455+5.2% | $5,631-35.4% | $4,300-15.4% |
| Admin fee / account holder | $1,588 | $7,994-80.1% | $15,885-90.0% | $6,925-77.1% |