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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 | $76,002 | $71,215+6.7% | $93,696-18.9% | $80,935-6.1% |
| Participation rate | 53.8% | 60.4%-6.6pp | 68.7%-14.9pp | 67.7%-13.8pp |
| Annual return | 14.35% | 11.27%+3.1pp | 133.74%-119.4pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,899 | $1,565+21.3% | $2,422-21.6% | $2,757-31.1% |
| Participant deferral / active EE | $4,069 | $4,037+0.8% | $4,417-7.9% | $4,299-5.4% |
| Admin fee / account holder | $5,985 | $6,958-14.0% | $8,287-27.8% | $6,924-13.6% |