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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 | $57,140+31.6% | $85,240-11.8% | $80,959-7.1% |
| Participation rate | 56.3% | 56.4%-0.2pp | 67.5%-11.3pp | 67.7%-11.4pp |
| Annual return | 11.62% | 21.71%-10.1pp | 66.75%-55.1pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,921 | $1,802+6.6% | $2,735-29.8% | $2,757-30.3% |
| Participant deferral / active EE | $3,713 | $3,115+19.2% | $4,527-18.0% | $4,300-13.7% |
| Admin fee / account holder | $7,284 | $4,992+45.9% | $6,165+18.2% | $6,925+5.2% |