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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 | $90,872 | $79,894+13.7% | $135,792-33.1% | $82,637+10.0% |
| Participation rate | 68.4% | 63.0%+5.4pp | 72.6%-4.2pp | 68.1%+0.4pp |
| Annual return | 15.80% | 17.20%-1.4pp | 25.96%-10.2pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,304 | $2,165-39.8% | $3,496-62.7% | $2,552-48.9% |
| Participant deferral / active EE | $3,685 | $3,194+15.4% | $4,759-22.6% | $4,126-10.7% |
| Admin fee / account holder | $7,849 | $6,434+22.0% | $12,266-36.0% | $7,339+6.9% |