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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 | $87,026 | $86,050+1.1% | $189,758-54.1% | $94,015-7.4% |
| Participation rate | 60.5% | 68.9%-8.4pp | 79.8%-19.3pp | 70.8%-10.4pp |
| Annual return | 19.68% | 17.77%+1.9pp | 52.62%-32.9pp | 17.84%+1.8pp |
| Employer contribution / active EE | $1,465 | $2,819-48.0% | $4,767-69.3% | $2,790-47.5% |
| Participant deferral / active EE | $4,667 | $3,349+39.4% | $5,856-20.3% | $4,249+9.8% |
| Admin fee / account holder | $2,852 | $6,627-57.0% | $20,388-86.0% | $8,951-68.1% |