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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 | $87,608 | $63,845+37.2% | $81,370+7.7% | $80,959+8.2% |
| Participation rate | 59.1% | 63.9%-4.8pp | 69.5%-10.5pp | 67.7%-8.6pp |
| Annual return | 15.09% | 16.37%-1.3pp | 24.85%-9.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,883 | $1,980-4.9% | $2,464-23.6% | $2,757-31.7% |
| Participant deferral / active EE | $3,865 | $3,093+25.0% | $3,885-0.5% | $4,300-10.1% |
| Admin fee / account holder | $4,079 | $5,688-28.3% | $5,749-29.0% | $6,925-41.1% |