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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 | $65,813 | $81,487-19.2% | $102,412-35.7% | $80,935-18.7% |
| Participation rate | 68.9% | 66.8%+2.0pp | 74.5%-5.6pp | 67.7%+1.2pp |
| Annual return | 13.74% | 25.60%-11.9pp | 24.94%-11.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $2,578 | $3,103-16.9% | $3,870-33.4% | $2,757-6.5% |
| Participant deferral / active EE | $5,846 | $3,871+51.0% | $5,060+15.5% | $4,299+36.0% |
| Admin fee / account holder | $4,343 | $6,717-35.3% | $8,388-48.2% | $6,924-37.3% |