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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 | $89,797 | $81,504+10.2% | $102,437-12.3% | $80,959+10.9% |
| Participation rate | 68.3% | 66.9%+1.4pp | 74.5%-6.3pp | 67.7%+0.6pp |
| Annual return | 10.91% | 25.60%-14.7pp | 24.95%-14.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $2,204 | $3,104-29.0% | $3,871-43.1% | $2,757-20.1% |
| Participant deferral / active EE | $3,786 | $3,871-2.2% | $5,060-25.2% | $4,300-12.0% |
| Admin fee / account holder | $1,605 | $6,719-76.1% | $8,388-80.9% | $6,925-76.8% |