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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 | $87,398 | $95,404-8.4% | $113,397-22.9% | $82,637+5.8% |
| Participation rate | 63.0% | 72.8%-9.9pp | 76.5%-13.5pp | 68.1%-5.1pp |
| Annual return | 17.82% | 19.08%-1.3pp | 23.20%-5.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $3,079 | $2,307+33.5% | $2,977+3.4% | $2,552+20.6% |
| Participant deferral / active EE | $5,019 | $4,220+18.9% | $5,076-1.1% | $4,126+21.6% |
| Admin fee / account holder | $14,845 | $9,168+61.9% | $11,957+24.2% | $7,339+102.3% |