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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 | $86,395 | $80,985+6.7% | $96,576-10.5% | $75,181+14.9% |
| Participation rate | 65.3% | 71.8%-6.5pp | 76.0%-10.7pp | 67.2%-1.9pp |
| Annual return | 16.23% | 27.05%-10.8pp | 25.87%-9.6pp | 160.69%-144.5pp |
| Employer contribution / active EE | $1,633 | $2,282-28.4% | $2,965-44.9% | $2,671-38.8% |
| Participant deferral / active EE | $3,591 | $3,929-8.6% | $4,851-26.0% | $4,126-13.0% |
| Admin fee / account holder | $6,364 | $6,719-5.3% | $8,253-22.9% | $5,650+12.6% |