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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 | $69,440 | $60,349+15.1% | $74,184-6.4% | $62,881+10.4% |
| Participation rate | 65.3% | 72.7%-7.5pp | 76.6%-11.3pp | 69.3%-4.0pp |
| Annual return | 6.98% | 21.38%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,823 | $1,680+8.5% | $2,370-23.1% | $2,281-20.1% |
| Participant deferral / active EE | $2,631 | $2,856-7.9% | $3,550-25.9% | $3,203-17.9% |
| Admin fee / account holder | $2,686 | $4,261-37.0% | $5,586-51.9% | $4,296-37.5% |