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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 | $75,193 | $60,349+24.6% | $74,184+1.4% | $62,881+19.6% |
| Participation rate | 63.6% | 72.7%-9.1pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 9.37% | 21.38%-12.0pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,550 | $1,680-7.7% | $2,370-34.6% | $2,281-32.0% |
| Participant deferral / active EE | $2,958 | $2,856+3.6% | $3,550-16.7% | $3,203-7.6% |
| Admin fee / account holder | $1,344 | $4,261-68.5% | $5,586-75.9% | $4,296-68.7% |