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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 | $89,162 | $69,444+28.4% | $92,985-4.1% | $87,485+1.9% |
| Participation rate | 55.2% | 63.3%-8.1pp | 69.5%-14.3pp | 68.9%-13.8pp |
| Annual return | 15.02% | 23.85%-8.8pp | 27.99%-13.0pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,963 | $1,917+2.4% | $2,662-26.3% | $2,596-24.4% |
| Participant deferral / active EE | $4,764 | $3,364+41.6% | $4,377+8.8% | $4,274+11.5% |
| Admin fee / account holder | $878 | $6,137-85.7% | $9,463-90.7% | $7,775-88.7% |