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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 | $87,746 | $62,583+40.2% | $76,767+14.3% | $64,173+36.7% |
| Participation rate | 62.2% | 72.8%-10.7pp | 77.0%-14.8pp | 69.6%-7.4pp |
| Annual return | 32.48% | -1.95%+34.4pp | 2.43%+30.1pp | 7.63%+24.8pp |
| Employer contribution / active EE | $1,573 | $1,832-14.1% | $2,485-36.7% | $2,381-33.9% |
| Participant deferral / active EE | $2,888 | $3,145-8.2% | $3,852-25.0% | $3,470-16.8% |
| Admin fee / account holder | $6,793 | $4,667+45.6% | $6,675+1.8% | $4,887+39.0% |