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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 | $66,308 | $58,493+13.4% | $84,021-21.1% | $72,975-9.1% |
| Participation rate | 67.8% | 61.2%+6.5pp | 69.0%-1.2pp | 69.5%-1.7pp |
| Annual return | 17.75% | 28.93%-11.2pp | 71.32%-53.6pp | 81.01%-63.3pp |
| Employer contribution / active EE | $1,040 | $1,163-10.6% | $1,984-47.6% | $2,440-57.4% |
| Participant deferral / active EE | $2,871 | $2,394+19.9% | $3,239-11.4% | $3,608-20.4% |
| Admin fee / account holder | $12,144 | $4,569+165.8% | $6,102+99.0% | $5,124+137.0% |