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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 | $70,348 | $57,057+23.3% | $85,009-17.2% | $80,874-13.0% |
| Participation rate | 56.9% | 56.4%+0.6pp | 67.5%-10.6pp | 67.6%-10.7pp |
| Annual return | 26.46% | 21.66%+4.8pp | 66.47%-40.0pp | 35.62%-9.2pp |
| Employer contribution / active EE | $1,811 | $1,799+0.7% | $2,728-33.6% | $2,756-34.3% |
| Participant deferral / active EE | $2,736 | $3,112-12.1% | $4,522-39.5% | $4,297-36.3% |
| Admin fee / account holder | $4,641 | $4,986-6.9% | $6,153-24.6% | $6,935-33.1% |