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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 | $83,319 | $67,602+23.3% | $82,312+1.2% | $70,126+18.8% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 16.07% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,448 | $1,755-17.5% | $2,428-40.4% | $2,343-38.2% |
| Participant deferral / active EE | $1,667 | $2,987-44.2% | $3,706-55.0% | $3,332-50.0% |
| Admin fee / account holder | $351 | $4,512-92.2% | $5,608-93.7% | $4,645-92.4% |