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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 | $87,615 | $80,983+8.2% | $96,544-9.2% | $75,177+16.5% |
| Participation rate | 68.9% | 71.8%-2.9pp | 76.0%-7.1pp | 67.2%+1.7pp |
| Annual return | 14.08% | 27.05%-13.0pp | 25.88%-11.8pp | 160.75%-146.7pp |
| Employer contribution / active EE | $1,396 | $2,282-38.8% | $2,966-52.9% | $2,671-47.7% |
| Participant deferral / active EE | $4,351 | $3,929+10.8% | $4,851-10.3% | $4,126+5.4% |
| Admin fee / account holder | $11,326 | $6,717+68.6% | $8,254+37.2% | $5,651+100.4% |