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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 | $81,476+10.2% | $102,383-12.3% | $80,925+11.0% |
| Participation rate | 68.3% | 66.8%+1.4pp | 74.5%-6.3pp | 67.7%+0.6pp |
| Annual return | 10.91% | 25.59%-14.7pp | 24.94%-14.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,204 | $3,105-29.0% | $3,870-43.1% | $2,756-20.1% |
| Participant deferral / active EE | $3,786 | $3,871-2.2% | $5,060-25.2% | $4,299-11.9% |
| Admin fee / account holder | $1,605 | $6,717-76.1% | $8,391-80.9% | $6,940-76.9% |