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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 | $90,735 | $71,215+27.4% | $93,696-3.2% | $80,935+12.1% |
| Participation rate | 63.8% | 60.4%+3.4pp | 68.7%-4.9pp | 67.7%-3.9pp |
| Annual return | 12.43% | 11.27%+1.2pp | 133.74%-121.3pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,593 | $1,565+1.8% | $2,422-34.2% | $2,757-42.2% |
| Participant deferral / active EE | $3,999 | $4,037-0.9% | $4,417-9.5% | $4,299-7.0% |
| Admin fee / account holder | $5,760 | $6,958-17.2% | $8,287-30.5% | $6,924-16.8% |