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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 | $76,061 | $63,809+19.2% | $81,353-6.5% | $80,935-6.0% |
| Participation rate | 61.8% | 63.9%-2.1pp | 69.5%-7.7pp | 67.7%-5.8pp |
| Annual return | 20.50% | 16.37%+4.1pp | 24.82%-4.3pp | 35.66%-15.2pp |
| Employer contribution / active EE | $1,436 | $1,981-27.5% | $2,464-41.7% | $2,757-47.9% |
| Participant deferral / active EE | $3,229 | $3,093+4.4% | $3,885-16.9% | $4,299-24.9% |
| Admin fee / account holder | $5,963 | $5,686+4.9% | $5,766+3.4% | $6,924-13.9% |