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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 | $88,571 | $76,564+15.7% | $105,582-16.1% | $94,015-5.8% |
| Participation rate | 63.0% | 65.2%-2.2pp | 71.8%-8.8pp | 70.8%-7.9pp |
| Annual return | 11.99% | 20.69%-8.7pp | 18.61%-6.6pp | 17.84%-5.9pp |
| Employer contribution / active EE | $1,763 | $1,995-11.7% | $2,984-40.9% | $2,790-36.8% |
| Participant deferral / active EE | $5,892 | $3,320+77.5% | $4,353+35.4% | $4,249+38.7% |
| Admin fee / account holder | $5,283 | $7,129-25.9% | $12,856-58.9% | $8,951-41.0% |