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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 | $79,780 | $104,098-23.4% | $140,514-43.2% | $94,015-15.1% |
| Participation rate | 69.2% | 73.7%-4.5pp | 77.8%-8.6pp | 70.8%-1.6pp |
| Annual return | 20.29% | 15.14%+5.2pp | 14.36%+5.9pp | 17.84%+2.4pp |
| Employer contribution / active EE | $1,923 | $2,388-19.5% | $3,378-43.1% | $2,790-31.1% |
| Participant deferral / active EE | $4,528 | $4,033+12.3% | $4,919-7.9% | $4,249+6.5% |
| Admin fee / account holder | $1,552 | $10,439-85.1% | $13,697-88.7% | $8,951-82.7% |