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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 | $85,218 | $86,938-2.0% | $102,423-16.8% | $80,925+5.3% |
| Participation rate | 64.9% | 72.4%-7.5pp | 76.5%-11.6pp | 67.7%-2.8pp |
| Annual return | 17.56% | 18.89%-1.3pp | 29.42%-11.9pp | 35.65%-18.1pp |
| Employer contribution / active EE | $2,334 | $2,369-1.5% | $3,023-22.8% | $2,756-15.3% |
| Participant deferral / active EE | $4,932 | $4,120+19.7% | $5,054-2.4% | $4,299+14.7% |
| Admin fee / account holder | $1,235 | $8,053-84.7% | $9,455-86.9% | $6,940-82.2% |