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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 | $82,607 | $56,121+47.2% | $92,985-11.2% | $64,340+28.4% |
| Participation rate | 39.5% | 44.9%-5.4pp | 69.5%-30.0pp | 55.2%-15.7pp |
| Annual return | 26.68% | 19.19%+7.5pp | 27.99%-1.3pp | 24.14%+2.5pp |
| Employer contribution / active EE | $1,552 | $1,351+14.8% | $2,662-41.7% | $1,862-16.7% |
| Participant deferral / active EE | $2,904 | $2,362+23.0% | $4,377-33.6% | $2,980-2.5% |
| Admin fee / account holder | $3,330 | $6,869-51.5% | $9,463-64.8% | $3,703-10.1% |