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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 | $37,854 | $36,140+4.7% | $73,658-48.6% | $64,340-41.2% |
| Participation rate | 68.7% | 31.0%+37.7pp | 57.0%+11.7pp | 55.2%+13.4pp |
| Annual return | 17.83% | 21.48%-3.6pp | 29.72%-11.9pp | 24.14%-6.3pp |
| Employer contribution / active EE | $1,976 | $443+345.8% | $1,032+91.4% | $1,862+6.1% |
| Participant deferral / active EE | $3,855 | $1,023+276.9% | $2,062+87.0% | $2,980+29.3% |
| Admin fee / account holder | $1,422 | $2,513-43.4% | $3,357-57.6% | $3,703-61.6% |