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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 | $89,365 | $71,197+25.5% | $93,669-4.6% | $80,925+10.4% |
| Participation rate | 58.3% | 60.4%-2.1pp | 68.7%-10.4pp | 67.7%-9.3pp |
| Annual return | 14.39% | 11.27%+3.1pp | 133.59%-119.2pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,696 | $1,565+8.4% | $2,424-30.0% | $2,756-38.5% |
| Participant deferral / active EE | $4,236 | $4,036+5.0% | $4,416-4.1% | $4,299-1.5% |
| Admin fee / account holder | $5,645 | $6,959-18.9% | $8,291-31.9% | $6,940-18.7% |