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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 | $70,560 | $54,541+29.4% | $78,778-10.4% | $70,126+0.6% |
| Participation rate | 65.0% | 60.8%+4.2pp | 69.2%-4.2pp | 69.5%-4.5pp |
| Annual return | 12.29% | 21.07%-8.8pp | 35.62%-23.3pp | 73.15%-60.9pp |
| Employer contribution / active EE | $856 | $1,089-21.4% | $1,986-56.9% | $2,343-63.5% |
| Participant deferral / active EE | $3,400 | $2,210+53.8% | $2,958+14.9% | $3,332+2.0% |
| Admin fee / account holder | $2,479 | $3,709-33.2% | $5,134-51.7% | $4,645-46.6% |