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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 | $87,893 | $79,894+10.0% | $135,792-35.3% | $82,637+6.4% |
| Participation rate | 65.2% | 63.0%+2.2pp | 72.6%-7.4pp | 68.1%-2.8pp |
| Annual return | 17.66% | 17.20%+0.5pp | 25.96%-8.3pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,709 | $2,165-21.1% | $3,496-51.1% | $2,552-33.0% |
| Participant deferral / active EE | $4,394 | $3,194+37.6% | $4,759-7.7% | $4,126+6.5% |
| Admin fee / account holder | $3,165 | $6,434-50.8% | $12,266-74.2% | $7,339-56.9% |