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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 | $55,383 | $51,222+8.1% | $70,544-21.5% | $75,173-26.3% |
| Participation rate | 58.8% | 61.0%-2.1pp | 68.4%-9.5pp | 67.2%-8.4pp |
| Annual return | 17.06% | 30.06%-13.0pp | 32.79%-15.7pp | 160.72%-143.7pp |
| Employer contribution / active EE | $1,830 | $1,827+0.2% | $2,976-38.5% | $2,671-31.5% |
| Participant deferral / active EE | $3,894 | $2,850+36.6% | $4,568-14.8% | $4,126-5.6% |
| Admin fee / account holder | $3,415 | $4,096-16.6% | $6,427-46.9% | $5,651-39.6% |