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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 | $71,168 | $58,493+21.7% | $84,023-15.3% | $72,976-2.5% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 69.5%-29.5pp |
| Annual return | 24.01% | 28.93%-4.9pp | 71.32%-47.3pp | 81.02%-57.0pp |
| Employer contribution / active EE | $1,306 | $1,163+12.3% | $1,984-34.2% | $2,440-46.5% |
| Participant deferral / active EE | $2,182 | $2,394-8.8% | $3,239-32.6% | $3,608-39.5% |
| Admin fee / account holder | $5,437 | $4,569+19.0% | $6,102-10.9% | $5,124+6.1% |