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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 | $63,773+37.4% | $81,286+7.8% | $80,925+8.3% |
| Participation rate | 59.1% | 63.9%-4.8pp | 69.5%-10.4pp | 67.7%-8.6pp |
| Annual return | 15.09% | 16.37%-1.3pp | 24.80%-9.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $1,883 | $1,979-4.9% | $2,463-23.6% | $2,756-31.7% |
| Participant deferral / active EE | $3,865 | $3,093+24.9% | $3,883-0.5% | $4,299-10.1% |
| Admin fee / account holder | $4,079 | $5,682-28.2% | $5,764-29.2% | $6,940-41.2% |