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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 | $57,061+31.8% | $85,063-11.6% | $80,911-7.0% |
| Participation rate | 56.3% | 56.3%-0.1pp | 67.5%-11.3pp | 67.6%-11.4pp |
| Annual return | 11.62% | 21.66%-10.0pp | 66.54%-54.9pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,921 | $1,799+6.8% | $2,727-29.6% | $2,756-30.3% |
| Participant deferral / active EE | $3,713 | $3,110+19.4% | $4,523-17.9% | $4,297-13.6% |
| Admin fee / account holder | $7,284 | $4,986+46.1% | $6,155+18.3% | $6,935+5.0% |