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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 | $69,832 | $74,535-6.3% | $100,712-30.7% | $82,637-15.5% |
| Participation rate | 68.9% | 61.2%+7.7pp | 69.3%-0.4pp | 68.1%+0.8pp |
| Annual return | 15.33% | 18.92%-3.6pp | 33.27%-17.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,749 | $1,503+16.4% | $2,313-24.4% | $2,552-31.4% |
| Participant deferral / active EE | $3,339 | $3,074+8.6% | $4,085-18.3% | $4,126-19.1% |
| Admin fee / account holder | $1,404 | $6,576-78.7% | $9,256-84.8% | $7,339-80.9% |