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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 | $91,768 | $73,787+24.4% | $98,716-7.0% | $82,448+11.3% |
| Participation rate | 63.6% | 61.4%+2.2pp | 69.3%-5.7pp | 68.1%-4.4pp |
| Annual return | 13.15% | 18.57%-5.4pp | 31.81%-18.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,470 | $1,511-2.8% | $2,279-35.5% | $2,551-42.4% |
| Participant deferral / active EE | $4,644 | $3,081+50.7% | $4,048+14.7% | $4,139+12.2% |
| Admin fee / account holder | $591 | $6,500-90.9% | $8,703-93.2% | $7,234-91.8% |