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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 | $70,242 | $63,845+10.0% | $81,370-13.7% | $80,959-13.2% |
| Participation rate | 51.4% | 63.9%-12.5pp | 69.5%-18.2pp | 67.7%-16.3pp |
| Annual return | 11.42% | 16.37%-5.0pp | 24.85%-13.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,679 | $1,980-15.2% | $2,464-31.9% | $2,757-39.1% |
| Participant deferral / active EE | $3,671 | $3,093+18.7% | $3,885-5.5% | $4,300-14.6% |
| Admin fee / account holder | $1,800 | $5,688-68.4% | $5,749-68.7% | $6,925-74.0% |