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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 | $90,589 | $72,471+25.0% | $94,215-3.8% | $86,983+4.1% |
| Participation rate | 60.0% | 63.9%-3.9pp | 70.0%-10.0pp | 69.5%-9.5pp |
| Annual return | 16.69% | 26.44%-9.8pp | 28.22%-11.5pp | 25.83%-9.1pp |
| Employer contribution / active EE | $1,500 | $1,936-22.5% | $2,675-43.9% | $2,584-42.0% |
| Participant deferral / active EE | $3,557 | $3,397+4.7% | $4,276-16.8% | $4,194-15.2% |
| Admin fee / account holder | $2,828 | $6,468-56.3% | $10,216-72.3% | $7,856-64.0% |