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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 | $83,152 | $80,992+2.7% | $96,534-13.9% | $75,173+10.6% |
| Participation rate | 62.3% | 71.8%-9.5pp | 76.0%-13.7pp | 67.2%-4.9pp |
| Annual return | 13.45% | 27.05%-13.6pp | 25.88%-12.4pp | 160.72%-147.3pp |
| Employer contribution / active EE | $2,033 | $2,283-10.9% | $2,965-31.4% | $2,671-23.9% |
| Participant deferral / active EE | $3,734 | $3,929-5.0% | $4,851-23.0% | $4,126-9.5% |
| Admin fee / account holder | $6,610 | $6,717-1.6% | $8,253-19.9% | $5,651+17.0% |