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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 | $70,379 | $57,073+23.3% | $85,126-17.3% | $80,925-13.0% |
| Participation rate | 53.6% | 56.4%-2.8pp | 67.5%-14.0pp | 67.7%-14.1pp |
| Annual return | 10.54% | 21.69%-11.1pp | 66.63%-56.1pp | 35.65%-25.1pp |
| Employer contribution / active EE | $1,905 | $1,801+5.8% | $2,731-30.3% | $2,756-30.9% |
| Participant deferral / active EE | $3,966 | $3,113+27.4% | $4,523-12.3% | $4,299-7.7% |
| Admin fee / account holder | $5,566 | $4,988+11.6% | $6,160-9.6% | $6,940-19.8% |