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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 | $89,155 | $77,460+15.1% | $100,378-11.2% | $80,925+10.2% |
| Participation rate | 69.1% | 76.9%-7.9pp | 81.5%-12.4pp | 67.7%+1.4pp |
| Annual return | 27.79% | 37.24%-9.4pp | 49.41%-21.6pp | 35.65%-7.9pp |
| Employer contribution / active EE | $1,823 | $2,801-34.9% | $3,942-53.8% | $2,756-33.9% |
| Participant deferral / active EE | $5,843 | $6,818-14.3% | $8,087-27.8% | $4,299+35.9% |
| Admin fee / account holder | $1,976 | $5,887-66.4% | $7,899-75.0% | $6,940-71.5% |