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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 | $76,407+13.9% | $150,298-42.1% | $82,448+5.6% |
| Participation rate | 60.5% | 66.4%-5.9pp | 77.8%-17.3pp | 68.1%-7.6pp |
| Annual return | 19.68% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,465 | $2,614-44.0% | $4,154-64.7% | $2,551-42.6% |
| Participant deferral / active EE | $4,667 | $3,214+45.2% | $5,453-14.4% | $4,139+12.7% |
| Admin fee / account holder | $2,852 | $6,352-55.1% | $14,116-79.8% | $7,234-60.6% |