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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 | $71,556 | $67,602+5.8% | $82,312-13.1% | $70,126+2.0% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.9%-8.3pp | 69.5%-1.0pp |
| Annual return | 13.06% | 21.57%-8.5pp | 25.88%-12.8pp | 73.15%-60.1pp |
| Employer contribution / active EE | $1,404 | $1,755-20.0% | $2,428-42.2% | $2,343-40.1% |
| Participant deferral / active EE | $1,791 | $2,987-40.1% | $3,706-51.7% | $3,332-46.3% |
| Admin fee / account holder | $5,279 | $4,512+17.0% | $5,608-5.9% | $4,645+13.6% |