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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 | $88,006 | $72,486+21.4% | $87,103+1.0% | $72,976+20.6% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.9%-9.3pp | 69.5%-1.9pp |
| Annual return | 21.42% | 24.46%-3.0pp | 28.19%-6.8pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,541 | $1,894-18.6% | $2,521-38.9% | $2,440-36.8% |
| Participant deferral / active EE | $4,149 | $3,270+26.9% | $4,049+2.5% | $3,608+15.0% |
| Admin fee / account holder | $7,200 | $5,055+42.4% | $7,491-3.9% | $5,124+40.5% |