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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 | $75,213 | $57,073+31.8% | $85,126-11.6% | $80,925-7.1% |
| Participation rate | 56.3% | 56.4%-0.1pp | 67.5%-11.3pp | 67.7%-11.4pp |
| Annual return | 11.62% | 21.69%-10.1pp | 66.63%-55.0pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,921 | $1,801+6.7% | $2,731-29.7% | $2,756-30.3% |
| Participant deferral / active EE | $3,713 | $3,113+19.3% | $4,523-17.9% | $4,299-13.6% |
| Admin fee / account holder | $7,284 | $4,988+46.0% | $6,160+18.2% | $6,940+5.0% |