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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 | $82,604 | $55,713+48.3% | $75,901+8.8% | $72,975+13.2% |
| Participation rate | 60.5% | 61.1%-0.6pp | 69.3%-8.8pp | 69.5%-9.0pp |
| Annual return | 24.03% | 27.60%-3.6pp | 30.76%-6.7pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,626 | $1,687-3.6% | $2,501-35.0% | $2,440-33.4% |
| Participant deferral / active EE | $2,729 | $2,634+3.6% | $3,603-24.3% | $3,608-24.4% |
| Admin fee / account holder | $4,851 | $3,980+21.9% | $5,420-10.5% | $5,124-5.3% |