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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 | $91,614 | $86,949+5.4% | $102,460-10.6% | $80,959+13.2% |
| Participation rate | 68.3% | 72.4%-4.1pp | 76.5%-8.2pp | 67.7%+0.6pp |
| Annual return | 15.36% | 18.89%-3.5pp | 29.47%-14.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,332 | $2,370-43.8% | $3,025-56.0% | $2,757-51.7% |
| Participant deferral / active EE | $4,294 | $4,121+4.2% | $5,056-15.1% | $4,300-0.1% |
| Admin fee / account holder | $973 | $8,048-87.9% | $9,460-89.7% | $6,925-86.0% |