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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 | $72,303 | $59,440+21.6% | $78,004-7.3% | $82,637-12.5% |
| Participation rate | 63.6% | 62.8%+0.8pp | 69.4%-5.8pp | 68.1%-4.4pp |
| Annual return | 14.51% | 40.24%-25.7pp | 31.07%-16.6pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,590 | $1,750-9.2% | $2,469-35.6% | $2,552-37.7% |
| Participant deferral / active EE | $3,811 | $3,138+21.4% | $4,092-6.9% | $4,126-7.6% |
| Admin fee / account holder | $4,104 | $5,504-25.4% | $7,578-45.8% | $7,339-44.1% |