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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 | $87,274 | $69,273+26.0% | $90,796-3.9% | $82,637+5.6% |
| Participation rate | 27.8% | 64.0%-36.3pp | 69.5%-41.7pp | 68.1%-40.3pp |
| Annual return | 20.57% | 18.37%+2.2pp | 19.29%+1.3pp | 53.51%-32.9pp |
| Employer contribution / active EE | $1,382 | $1,865-25.9% | $2,294-39.8% | $2,552-45.8% |
| Participant deferral / active EE | $3,326 | $3,047+9.1% | $3,822-13.0% | $4,126-19.4% |
| Admin fee / account holder | $583 | $5,511-89.4% | $7,024-91.7% | $7,339-92.1% |